Product8 min read
Protecting PII in Call Metadata: Security Basics for Teams
Minimize data, control access, and align retention—without turning security into a blocker for RevOps.
Minimize fields
Every extra field is an extra risk. Ask whether each datapoint is required for routing, billing, or compliance—or whether it can be derived later.
Role-based access
Not everyone needs full transcripts. Align access to job function and audit access periodically.
Vendor review questions
Ask vendors about encryption, retention, subprocessors, and incident response. Serious vendors document answers clearly. Reach out via contact for BookFlow-specific questions.