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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  • delete outdated imported drafts when they are no longer useful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.