Virtual assistant noticeYour receptionist identifies its role when the caller first reaches it.
Security and Your Agency's Call Data
We process your agency's call data to answer calls, prepare messages and support your follow-up. Review the recording notice, retention choices and service limits here, then try the browser demo to hear how a call begins.
AI Disclosure and Recording Notice on Every Call
Your receptionist identifies itself as a virtual assistant and says the call is recorded at the start of every call. These notices cannot be switched off.
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The greeting gives callers the AI and recording notices before intake begins. You can hear that opening in the browser call demo before forwarding your business number.
For a quote request, your receptionist then gathers details for your agency. For a question about coverage, it takes a message for a licensed agent instead of deciding the answer. Review your intake instructions and greeting during setup so the conversation matches the work you want handled. The virtual assistant and recording notices stay in place.
Recording noticeThe opening greeting tells callers that their conversation is being recorded.
Required greetingBoth notices remain enabled when you change your agency's call instructions.
Call Data Storage, Access and Retention
We use hosting and storage providers to process call records. Your dashboard holds recordings, transcripts and summaries, with recording retention set to 30 or 90 days.
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Call records are available through your dashboard, and each call generates an email and app push alert with its summary, urgency tag, transcript and recording. A daily digest email also helps you review activity.
Recordings follow the retention period your business chooses. Transcripts and summaries remain while your account is open and are deleted within 30 days after it closes or on request. We describe service provider categories and the information they process in our privacy policy. Set intake questions around the details your team needs for its callback.
Dashboard recordsReview your agency's call audio, transcripts and summaries in the dashboard.
Recording retentionChoose 30 or 90 days, after which recordings are deleted.
Service providersHosting, storage and other providers process data to deliver the service.
How AI Providers Use Call Data
AI model providers process voice and text to deliver the receptionist's responses and call records. Our AI model provider, OpenAI, does not train on our API data by default.
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AI processing supports the spoken conversation and the written record your agency receives. This involves voice and text providers, alongside telephone carriers, hosting and storage, and email delivery providers that help deliver the service.
The training statement describes OpenAI's default treatment of our API data. It does not mean that answering a call happens without processing caller information. Your business decides what intake information to collect and why; we process callers' data on its behalf. Keep the questions focused on a message your agency can act on.
Voice and textAI providers process conversation data as part of answering your calls.
Training defaultOur AI model provider, OpenAI, does not use our API data for training by default.
Marketing boundaryWe never sell personal information or use callers' data for our own marketing.
Your Retention, Deletion and Data Access Controls
You choose the recording retention period and review call records in your dashboard. Email [email protected] to request access, correction or deletion of personal information.
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Choose a recording retention period that fits your agency's handling of call messages. Recordings are deleted after that period; transcripts and summaries follow the separate account retention schedule described on this page.
For a privacy request, email [email protected] and identify the account or call involved without repeating unnecessary policy details. Callers can ask your business or contact us. You can change receptionist settings by telling the AI what you want in plain words. Review the resulting call instructions before relying on them for intake or urgent routing.
Retention choiceSelect the 30 or 90 day recording period for your business.
Call reviewUse dashboard transcripts, recordings and summaries to check what callers shared.
Privacy requestsCallers may contact their agency or email us about their personal information.
Service Limits and Claims We Do Not Make
We do not claim certifications, audits or HIPAA readiness. Healthcare use involving protected health information is not permitted, and the receptionist does not make coverage decisions.
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The service supports insurance agency intake: quote requests, certificate requests and messages about existing policies. Your receptionist does not quote premiums, bind coverage or tell a caller whether a loss is covered. For urgent claims, its instructions put the carrier's claims line first, followed by a message for your agency.
The AI can make mistakes, so review summaries and maintain a backup way to be reached. It is not an emergency service. Read the service terms for customer responsibilities, then use a fictional agency scenario to assess the conversation yourself.
No certification claimsWe make no claims of security certifications or completed audits.
Healthcare excludedThe service is not offered for healthcare or protected health information.
Agent decisionsYour receptionist gathers messages; a licensed agent handles coverage advice and binding.