Data Residency and Encryption
Plan voice, transcript, recording, knowledge, and CRM data through its full lifecycle.
Voice automation creates transcript, audio, contact, property, and qualification data. Document where each data type is processed and stored, who can access it, how long it is retained, and how deletion requests are fulfilled.
Data lifecycle inventory
Encryption baseline
- Use TLS for browser, service, carrier, and webhook connections.
- Use managed encryption at rest for recordings, transcripts, databases, and object storage.
- Encrypt backups using keys with controlled rotation.
- Keep signing secrets and API credentials in a secret manager.
- Use least-privilege roles and separate customer support access from routine application access.
Retention design
- 01
Classify the data
Assign an approved purpose, owner, system of record, and retention period.
- 02
Apply the default
Store the data in the required region and delete it automatically when the period expires.
- 03
Limit derived copies
Include exports, analytics datasets, backups, and downstream CRM records in the deletion plan.
- 04
Evidence the process
Record deletion jobs, exceptions, legal holds, and completed subject requests.
Integration responsibilities
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