Data processing is purpose-bound to call execution and customer workflows.
Data categories
Operational call metadata : call identifiers, status transitions, timestamps, routing metadata.
Conversation artifacts : recordings (where enabled), transcript objects, extracted structured outcomes.
Integration payloads : webhook payloads, CRM action inputs/outputs, runtime context variables.
Administrative metadata : configuration events, API key metadata, audit-oriented request traces.
Data lifecycle stages
Ingestion : request payloads and runtime context enter controlled API/runtime flows.
Processing : agent runtime executes scripts, knowledge retrieval, and configured actions.
Delivery : outcomes are exposed via API resources and webhook notifications.
Retention or deletion : artifacts are retained per policy and can be exported/deleted through supported flows.
Customer governance checklist
Define retention policy for recordings and transcripts.
Validate who can access call artifacts and exports.
Approve CRM fields that receive extracted data.
Review cross-region transfer requirements for regulated workloads.
Confirm deletion workflows (for example GDPR erasure operations).
Subprocessor and transfer review
Callaro integrations may involve telephony, storage, and customer-selected downstream systems. During enterprise review, document:
subprocessors involved in your deployment
data categories shared with each processor
transfer regions and safeguards
customer-managed integrations receiving webhook/API exports
Artifact and evidence requests
Use security/support channels to request review artifacts such as:
data flow diagrams
retention policy references
access-control overview documents
Always use masked or synthetic data in sandbox and test systems. Never promote test payloads containing real customer PII into non-production workflows.
What to do next