Security And Compliance Overview
AI Receptionist handles business calls, caller details, messages, transfer settings, and approved knowledge. Treat it like any other customer communication system.
Your Responsibilities
You are responsible for:
- using only phone numbers you own or are authorized to manage
- forwarding your current business phone number to the AI number correctly
- approving only accurate caller-facing knowledge
- verifying transfer phone numbers before live transfers
- following call recording and consent rules that apply to your business
- avoiding unnecessary sensitive information in knowledge and call scripts
- giving dashboard access only to trusted team members
CloudMySite Responsibilities
CloudMySite provides the AI Receptionist workspace, AI number, setup tools, approved knowledge workflow, transfer verification flow, and call activity views.
Keep Knowledge Safe
Do not place passwords, private customer records, payment card numbers, social security numbers, full medical details, legal strategy, or private staff information in approved knowledge.
If callers need help with sensitive topics, configure the AI to take a message or transfer to a verified phone.