Controls at a glance
Sensitive data detection
Sensitive data detection finds credit card numbers, CVVs, and PINs in call transcripts. Use it when callers may read out payment details, for example in collections or payment agents. When detection is on, Callers restricts the transcript and recording of any conversation that contains sensitive data. Members see Content Restricted instead of the conversation. Admins can click Reveal Content to view it.Turn it on
1
Open the agent settings
Open the agent and go to General Info in the settings sidebar.
2
Enable detection
Turn on Sensitive data detection.
3
Choose how to handle detected data
Turn on any of the options below, then save and publish the agent.
Account-wide restriction
Callers can also turn on a Sensitive content restriction for a whole account, so every agent hides conversations with sensitive data. With this restriction, conversations that haven’t been analyzed yet are also hidden until analysis is done. Agencies can set this per subaccount in the subaccount’s Permissions. See Managing subaccounts. To turn it on for your main account, contact support@callers.ai.Control who sees conversation data
Limit what each member can see, on top of their role, in Settings → Team:
See Team and permissions for all toggles.
Data retention
Set how long Callers keeps call recordings and transcriptions. Callers deletes data older than the retention period.- Click your name, choose Settings, and open General.
- Under Retention period, choose 90 days, 180 days, 1 year, 2 years, 3 years, 4 years, 5 years, or Custom.
- For Custom, enter the number of days (at least 5).
Audit trail
Callers keeps a record of what changed and what happened, so you can trace a result back to a configuration or a conversation. There is no single audit-log page; each record lives next to the thing it describes.Restrict Support Access
By default, Callers support staff and account managers can open your account to help with setup and troubleshooting. To block that:- Go to Settings → General.
- Turn on Restrict Support Access.
Verify requests from Callers
Callers signs the HTTP requests it sends to your webhook endpoints, so you can confirm they’re genuine and unchanged.- Webhook Signature. In Settings → General, click Show HMAC Secret to see your account’s secret. Callers signs requests with HMAC-SHA256 and sends the signature in the
X-Signatureheader. - Signature type. Advanced webhooks and HTTP actions also send
X-Signature-Type(HMACorRSA). In an HTTP action, turn on Sign with RSA-SHA256 to sign with RSA instead of your HMAC secret.
Allowlist Callers IP addresses
If your webhook endpoints or the APIs your actions call are behind a firewall, allow requests from these Callers IP addresses:Related
Callers Trust Center
Security practices and compliance documents.
Team and permissions
Roles, member access, and MFA.
Do Not Call
Honor opt-outs and DNC registries.
Validating webhook signatures
Verify that requests come from Callers.