Security claims are only useful when they map to your workflow. Verify what data the AI receives, where it goes, who can access it, how long it is retained and what happens when the call needs a human.
Map the call audio, transcript, extracted fields, summaries, messages and integration actions. Know which systems receive each data type.
Use the minimum fields and actions required for the workflow. Separate admin access, operator access, support access and integration credentials.
Define how long recordings, transcripts, summaries, logs and backups are kept and how deletion requests are handled.
Define your call-recording policy and confirm how the product supports the consent requirements that apply to your calls and locations.
Ask how API keys, OAuth tokens, webhooks and service accounts are stored, rotated and restricted.
Request current security documentation, testing evidence, subprocessors, incident procedures and any certifications or compliance agreements your use case requires.
Do not assume “HIPAA-ready” or a security badge answers the whole question. If your workflow handles protected or regulated data, verify the exact contractual, technical and operational requirements for your organization before deployment.
