Compliance Settings

This guide reviews the capabilities of key features for industries who need extra compliance and security, like centralizing transcripts and redacting PII

PII Redaction

With PII redaction, you can automatically remove any PII (Personally Identifiable Information) from transcripts across meetings and calls with AI.

Great for financial services, PII redaction will remove the following from any transcript and replace it with "###":

account_number
banking_information
blood_type
credit_card_cvv
credit_card_expiration
credit_card_number
date_of_birth
drivers_license
drug
event
gender_sexuality
healthcare_number
injury
ip_address
language
location
medical_condition
medical_process
money_amount
nationality
number_sequence
occupation
passport_number
password
person_age
political_affiliation
religion
url
us_social_security_number
username
vehicle_id

Enable PII Redaction

To enable this feature, go to Settings > Compliance and enable PII Redaction. Make sure to update settings before exiting the page to save the change.

Transcript Forwarding

Admins also have the option to forward every transcript created in CustomerIQ to a central email address. This is helpful for populating compliance databases and other tools where you store conversation data.

Enable Transcript Forwarding

To enable this feature, go to Settings > Compliance then enable Transcript Forwarding and add the email address to which you would like transcripts sent.