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Data Retention

AI Receptionist may store setup details, approved knowledge, imported knowledge drafts, call history, usage metrics, messages, and transfer verification status.

What May Be Stored

Depending on your setup and plan, stored data may include:

  • business profile details
  • current business phone number
  • AI number
  • transfer phone verification status
  • approved knowledge
  • imported knowledge records
  • call history and summaries
  • messages taken
  • usage metrics

Keep Only What You Need

Use practical data minimization:

  • do not approve sensitive knowledge unless it is needed for callers
  • delete outdated imported drafts when they are no longer useful
  • remove old transfer phones
  • review call history access
  • avoid adding private customer details to knowledge cards

Account And Support

Retention behavior can depend on your plan, account status, product settings, and CloudMySite policies. If your business has a specific retention requirement, contact CloudMySite support before going live.