Transcript Safety &

PII Handling.

How My AI Front Desk detects sensitive data, prevents PCI and SSN collection, and gives you granular control over what transcript data flows to external integrations.

Request Security Pack

Sensitive Data Handling

How each type of sensitive data is detected and handled during AI phone calls.

Data Type	Detection	Action	Status
Credit card numbers (PCI)	Pattern detection	Not collected — AI redirects to secure channel	Active
Social Security numbers	Pattern detection	Not collected — AI redirects to human	Active
Phone numbers	Captured intentionally	Stored as contact info in CRM	By design
Email addresses	Captured intentionally	Stored as contact info in CRM	By design
Medical information (PHI)	Not auto-detected	Recommend human handoff for PHI	Guidance

Recommended Architecture for Payment Data

Best practices for ensuring payment and financial data never enters call transcripts.

Don't Collect Payment Info by Phone

Configure your AI receptionist to redirect payment conversations to a secure channel (payment portal link via SMS, or transfer to a human agent). This prevents PCI data from entering transcripts entirely.

Escalation & Handoff

Set up escalation rules so that when a caller mentions payment, credit card, or billing, the AI transfers to a human agent or sends a secure payment link via SMS. No sensitive financial data is processed by the AI.

CRM Sync Controls

Granular controls over what transcript and call data is pushed to your CRM integrations.

Control	Available	Details
Send call summary to CRM	Yes	Push AI-generated summary to Salesforce, HubSpot, etc.
Send full transcript to CRM	Yes	Configurable: on/off per integration
Send link only (no text)	Yes	CRM receives a link to the transcript rather than the full text
Suppress transcript from CRM	Yes	Send only metadata (caller, duration, outcome) with no transcript
Field-level suppression	Roadmap	Coming soon: suppress specific fields from CRM sync

Selective Sync Philosophy

My AI Front Desk gives you control over what data flows to external integrations. By default, CRM integrations receive a call summary and metadata. Full transcript sync is opt-in. You can choose to send only a link to the transcript (so the CRM has no raw text), or suppress transcripts entirely and send only metadata. This minimizes data sprawl across systems and keeps sensitive information centralized.

Frequently Asked Questions

Do you redact credit card numbers from transcripts?

My AI Front Desk does not collect payment data. The AI is configured to redirect payment conversations to a secure channel. Credit card numbers should not appear in transcripts.

Can I push only summary (not transcript) to CRM?

Yes. You can configure CRM integrations to receive summary only, link only, or metadata only — without the full transcript.

Does My AI Front Desk detect PII automatically?

Credit card and SSN patterns are detected and the AI redirects those conversations. For other PII types, the recommended approach is configuring escalation rules.

Can an office manager see transcripts but not send them to CRM?

Yes. CRM sync is a system-level configuration separate from user access roles.

What about HIPAA compliance?

My AI Front Desk is not HIPAA certified. For healthcare callers, configure the AI to hand off sensitive conversations to a human.

READY TO
EVALUATE?

Request the full security pack or schedule a call with our security team.

Get Started Free Contact Sales

Transcript Safety & PII Handling.