Security and Call Data

We record and transcribe calls, disclose that recording in the greeting, and give your business controls over retention. Review the data practices here, then use the demo to hear the disclosure yourself.

Hear how it handles a first call

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Each greeting discloses the assistant and recording

Your receptionist says it is a virtual assistant and that the call is recorded at the start of each call. Those notices cannot be switched off in your settings.

Assistant noticeThe greeting tells callers they are speaking with a virtual assistant.

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Recording noticeCallers hear that the call is recorded before intake questions begin.

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Required disclosureThe assistant and recording notices stay on when you change business settings.

The opening greeting identifies the virtual assistant and announces recording. A caller asking about arrangements, prices, or a message for a director hears those notices before the receptionist continues. Your business information shapes the answers and intake questions that follow.

The notices are part of the service and cannot be disabled. Try a sample funeral home call to hear how the greeting fits the conversation. Demo calls and chats on this site are also recorded and transcribed so you can review the result.

Call records, provider handling, and retention periods

Call records are available in your dashboard, with hosting and storage providers supporting the service. Recordings remain for your chosen period; transcripts and summaries follow a separate account retention schedule.

Your recordsReview call summaries, transcripts, and recordings in the dashboard for your account.

Service providersHosting, storage, telephone, and AI providers handle data to deliver the service.

Recording retentionChoose 30 or 90 days, after which the recordings are deleted.

Your dashboard provides access to your call records. Email and app push alerts also deliver a call summary, urgency tag, transcript, and recording. Providers for hosting, storage, telephone service, AI processing, and email delivery support that handling.

Recordings are kept for the 30-day or 90-day period your business chooses, then deleted. Transcripts and summaries remain while the account is open and are deleted within 30 days after closure or on request. Your business decides what caller information to collect and why; we process it on your behalf.

AI processing and limits on use of caller data

AI model providers process voice and text to deliver the receptionist service. Our AI model provider, OpenAI, does not use our API data to train its models by default.

Voice and textAI model providers process conversation data as part of delivering the receptionist.

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Training defaultOur AI model provider, OpenAI, does not train its models on our API data by default.

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Marketing limitsWe never sell personal information or use callers' data for our own marketing.

Voice and text processing are part of how your receptionist answers and produces call records. AI model providers are one category of service provider, alongside telephone carriers, hosting and storage, payment processing, email delivery, and analytics.

Our AI model provider, OpenAI, does not use our API data for model training by default. That is OpenAI's training default for our API data, not a claim that no provider processes call information. We never sell personal information or use callers' data for our own marketing. Read our privacy policy for the information collected across calls, accounts, and website visits.

Choose retention and request access or deletion

Your business chooses the recording retention period and can request access, correction, or deletion by email. Callers can send privacy requests to your home or contact us directly.

Choose retentionSet the recording period to 30 or 90 days for your business.

Request changesEmail [email protected] about access, corrections, deletion, or opting out of data use.

Caller requestsFamilies can contact the funeral home or send their privacy request to us.

Choose between 30 and 90 days for recording retention. You can review calls in your dashboard and change service settings by telling the AI in plain words. For access, correction, deletion, or opt-out requests, email [email protected].

A caller can make a request through your funeral home or contact us. Your business decides the purposes of collecting caller information, and we process that information on your behalf. Transcript and summary deletion follows the account schedule or a request; recording deletion follows the retention period your business selects.

No certifications or healthcare readiness claims

We do not claim security certifications, completed audits, or HIPAA readiness. Healthcare use involving protected health information is not permitted, and the receptionist is not an emergency service.

Certification statusWe make no certification or audit claims about the receptionist service.

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Healthcare limitsHealthcare use involving protected health information is not permitted on this service.

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Staff reviewReview summaries for mistakes and keep a backup way to reach your team.

We have no certifications or audits to present, and we do not offer HIPAA readiness. Healthcare use involving protected health information is outside the permitted use of the service. For funeral home setup, provide your services, price list, hours, and urgent contact instructions.

The AI can make mistakes, so review call summaries and keep a backup way for people to reach you. First-call handling supports your on-call director's response; the receptionist is not an emergency service. For questions about your account or setup, contact [email protected] before forwarding your business calls.