Cross Engineering and Automation
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Security & trust

Cross AI Assistant is built to handle real operational calls—without turning your phone line into a data risk. We focus on minimization, access control, and clear retention.

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How we approach security

Data minimization

We collect only what’s needed to complete the call workflow (intake, routing, scheduling, and follow-ups). We avoid collecting sensitive information unless it’s required to resolve the request.

Role-based access

Limit who can view transcripts and call summaries. Keep sensitive call content restricted to the right teams.

Retention controls

Configure how long call artifacts are stored (summaries, transcripts, recordings) based on your policy.

Auditability

Every call yields a structured record: what happened, what was captured, and what action was taken.

Secure integrations

If/when we connect to your CRM/ticketing/calendar tools, we do it in a least-privilege way and avoid over-scoping permissions.

What we can configure

  • What gets captured (fields + summaries)
  • Retention windows (summaries, transcripts, recordings)
  • Redaction rules for sensitive information
  • Escalation behavior (when to transfer to a human)

Security FAQ

Do you store call recordings?
Recordings can be enabled or disabled depending on your workflow. Many teams rely on summaries + transcripts; if you need recordings for QA, we’ll align retention to your policy.
Where do call summaries go?
Summaries can be delivered via SMS and email so your team can act quickly—without logging into another dashboard.
Can you redact sensitive details?
Yes. We can implement redaction rules for common sensitive fields so they don’t show up in summaries or downstream systems.
Can we review security details before purchase?
Absolutely. Book a demo and we’ll share the security overview and answer specific questions about your environment.

Want a security walk-through?

Tell us your environment and policies—we’ll confirm what we can support and what we’d recommend.

  • Retention + access controls
  • Redaction and data minimization
  • Integration scope review
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15 minutes. No prep required.