Recording & consent
Inform participants and establish the recording procedure that applies to your organisation and location.
Security & privacy
Clarity about your conversation data
A useful review starts with clear answers about capture, access and data handling. Discuss your requirements before connecting sensitive conversations.
Access & permissions
Workspace visibility depends on roles and permitted scope. Review who should access conversations during setup.
Retention & data handling
Confirm the data flow, service providers, retention settings and deletion procedures for your chosen capture workflow.
Ask for the current security information relevant to your review. This page does not represent a certification or regulatory approval.
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