Data access and retention

These settings control who can see the data your agents collect, how long Callers keeps it, and how you can trace what happened.

Control who sees conversation data

Limit what each member can see, on top of their role, in Settings → Team:

Access toggle	When turned off
Access contact phone numbers	Contact phone numbers are masked for the member.
View transcripts and recordings	Transcripts and recordings are hidden. The member sees Content Hidden.
Export contacts or calls	The member can’t export data to CSV.
View Analytics	The member can’t open Analytics.

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).

The default is 1 year (365 days). Only members who can Manage account settings can change it. You can also set retention with the API, optionally for all subaccounts at once:

curl -X POST https://api.callers.ai/organization/set-recording-retention \
  -H "Authorization: $CALLERS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "retentionDays": 180, "subAccounts": true }'

await fetch("https://api.callers.ai/organization/set-recording-retention", {
  method: "POST",
  headers: {
    Authorization: process.env.CALLERS_API_KEY,
    "Content-Type": "application/json",
  },
  body: JSON.stringify({ retentionDays: 180, subAccounts: true }),
});

import os
import requests

requests.post(
    "https://api.callers.ai/organization/set-recording-retention",
    headers={"Authorization": os.environ["CALLERS_API_KEY"]},
    json={"retentionDays": 180, "subAccounts": True},
)

To avoid storing recordings at all for an agent, turn off Record Calls in its settings. See Call recording and limits.

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.

You can still give a specific support person access by inviting them as a member in Settings → Team.

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.

What you want to know	Where to look
Who changed an agent, and when	Versions History on the agent lists every saved snapshot with its date and the member who saved it, and lets you restore any of them. See Versions.
Which version performed better	With Split Traffic, results and insights are reported per published version, so you can attribute outcomes to the script that produced them.
What was said	The transcript and recording of every call, chat, and email thread, kept for your retention period. Access is limited to members with View transcripts and recordings.
What your systems were sent	The Logs on each webhook show every delivery attempt with the request, the response, and the retry outcome. See Webhook logs.
What the agent called mid-conversation	Each action in a transcript expands to its request and response, including pre-conversation actions and custom code.
Who can see or export data	Roles and per-member access toggles in Team and permissions; API keys are listed with their creation date under Settings → API Keys.
Which outcome a contact got, and why	The contact’s Interactions timeline and Summary tab show every attempt, its status, and the success criterion that decided it. See Statuses and outcomes.

For compliance reviews, export contacts or calls from an agent’s results page (members with Export contacts or calls) and keep the webhook payloads your systems received; together they form a complete, timestamped record of every conversation.

Security overview

Every security control in one place.

Sensitive data

Mask or delete conversations that contain sensitive data.

Team and permissions

Roles, member access, and MFA.

Call recording

Turn recording on or off for an agent.

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Data access and retention

Control who sees conversation data

Data retention

Restrict Support Access

Audit trail

Security overview

Sensitive data

Team and permissions

Call recording

​Control who sees conversation data

​Data retention

​Restrict Support Access

​Audit trail

​Related

Security overview

Sensitive data

Team and permissions

Call recording

Control who sees conversation data

Data retention

Restrict Support Access

Audit trail

Related