Setup steps
1
Identify the account owner
Export and deletion requests should come from an authorized account owner or admin so caller records are not released to the wrong person.
2
Name the data type
Specify whether the request concerns recordings, transcripts, summaries, extracted fields, CRM updates, support tickets, or billing records.
3
Check retention settings
Retention rules may already delete or limit some records. Confirm the configured retention period and any legal hold or billing requirement before deletion.
4
Track downstream systems
If call data was sent to a CRM, calendar, ticketing tool, or webhook destination, that connected system may need its own export or deletion process.