Trust and security

Your AI receptionist speaks for your business and handles your clients’ information, so we scope privacy and compliance with you before anything goes live. This page explains how. For the full legal terms, see our privacy policy and terms.

Your callers’ information

• We process caller and lead information only on your behalf, to run your receptionist and follow-up, under our agreement with you.
• We never sell it, and we never use it to market to your clients.
• Access is limited to the people working on your account.
• You can ask us to export or delete your data at any time by emailing info@caliberworkflows.com.

Requirements for your industry

• Law firms. Intake questions are written with you. The assistant never gives legal advice, checks new callers against the conflict list you provide, and routes anything sensitive or urgent to your team.
• Clinics and med spas. We scope patient-privacy requirements such as HIPAA before launch, including which providers handle data and whether a Business Associate Agreement is needed. The assistant answers only from information you approve and leaves anything medical to your providers.
• Home services. You define what counts as an emergency, and those calls go straight to whoever is on call.

Honest with callers

• By default your assistant introduces itself as a virtual receptionist. We agree the exact wording with you.
• Call recording follows the consent rules where you and your callers are, including states that require every party’s consent. If recording is on, callers hear a notice.

Text messages

• Your assistant only texts people who have agreed to hear from you.
• Every message honors STOP to opt out and HELP for help.
• Business texting in the US requires carrier registration. We set it up with you as part of launch.

You stay in control

• You approve what the assistant says, what it books and when it hands off to a person.
• Every call is summarized, so you can see exactly what happened.
• You can pause it or send all calls back to your team at any time.

Questions

If your firm or practice has a security questionnaire or specific requirements, email info@caliberworkflows.com and we’ll answer before you commit.