Security and trust
Responsible call automation begins with clear data boundaries
A business telephone workflow may involve names, phone numbers, appointment details, recordings, transcripts, and service requests. The exact handling depends on the approved configuration and vendors.
Questions confirmed before launch
What information is needed?
Collect only the information required for the approved call outcome.
Which systems receive it?
Document the phone, voice, text, calendar, email, CRM, storage, and analytics services involved.
Who can access it?
Limit access to the people and systems needed to support the workflow.
How long is it retained?
Confirm retention and deletion settings based on the actual business requirements.
What happens when automation fails?
Define a transfer, message, callback, or outage fallback process.
What may the assistant never do?
Document prohibited answers, actions, and regulated decisions.
Caller disclosure
Switchboard-IQ uses an automated voice assistant configured for the business. The assistant follows approved instructions and may transfer or record information for follow-up. Disclosure and recording language must reflect the actual configuration and applicable requirements.
Urgent call routing
The assistant may route calls based on approved words, caller answers, business hours, and written client instructions. Routing does not confirm that a situation is an emergency and does not replace 911, emergency services, clinical judgment, or professional advice.
Regulated or sensitive workflows require a separate review of vendor contracts, data paths, settings, retention, access controls, and required agreements. Do not send sensitive information through the public website forms.
Review the workflow and its boundaries
Tell us what the assistant needs to handle and what it must never handle.