Set recording, privacy and usage rules

Confirm whether recording or transcription is needed, what notices or consent apply and who can access the resulting data. Set the retention and deletion process for the project. Avoid collecting payment credentials or unrelated sensitive details.

Define do-not-contact handling and human takeover. Test that the supported controls actually prevent further unwanted calls. Do not describe a compliance setting as a guarantee that every campaign meets every jurisdiction’s requirements.

Use the current written project allocation and provider terms for minutes and charges. Resolve any difference between a dashboard label and the purchased terms before promising renewal or recurring allowances. Additional phone or connected-provider charges may apply.