Setup steps
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.
Name the data type
Specify whether the request concerns recordings, transcripts, summaries, extracted fields, CRM updates, support tickets, or billing records.
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.
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.