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TrustData handling

Know What Happens to a Call—and Who Stays in Control

See what AnswerCheap can capture, which outside services do the work, where a person takes over, and what your team should test before launch.

This overview is product guidance, not legal advice or a compliance certification. Review your own recording notices, consent flow, and customer terms before going live.

  • Checkable call data
  • Recording choice
  • Human fallback
  • Real-call testing

A saved setup is step one

01

Settings savedYour questions or connection are on file; no real call has proved the path yet.

02

Connection heardThe connected service has exchanged at least one event with AnswerCheap.

03

Real path testedA real event, call, or billing sync has completed the path.

DATA / 01

Call activity

Phone numbers, timestamps, call status, duration, spam signals, and routing events help show what happened and power usage reporting.

DATA / 02

Optional call content

Recordings, transcripts, and summaries are used only when you enable the related call features.

DATA / 03

Lead and appointment details

Names, callback numbers, reasons for calling, requested times, and follow-up notes can be captured so your team can act after the call.

DATA / 04

Billing and provider events

Subscription status, included-minute usage, overage events, and service webhooks show billing and connection activity.

Connected services

Which outside services do which jobs

A connection can be saved before it works end to end. Test the feature you plan to use and keep a fallback for failures.

ROUTE / 01

Twilio

Phone numbers, inbound/outbound calling, call status callbacks, and recordings when enabled.

Provider-gated
ROUTE / 02

OpenAI

Realtime voice handling, transcription, summarization, and extraction when the AI receptionist is connected.

Provider-gated
ROUTE / 03

Stripe

Checkout, subscription portal, webhook status, and usage metering for billable minutes.

Provider-gated
ROUTE / 04

Supabase

Authentication, tenant data, call activity and notes, leads, appointments, settings, and role-gated app access.

Provider-gated
ROUTE / 05

Optional integrations

Slack, Google Calendar, HubSpot, Zapier, Make, n8n, or custom webhooks only when you choose and connect them.

Provider-gated
Human controlExample call flow

AI handles routine intake; people keep the decisions

The receptionist follows your rules and captures the details. Your team chooses when it should try a person and owns the final decision.

Browse call playbooks ↗
  1. 01

    Incoming

    Rules

    Business hours, intake questions, transfer targets, and recording preferences define the call playbook.

  2. 02

    In progress

    AI

    The AI receptionist answers, asks follow-up questions, and summarizes the conversation.

  3. 03

    In progress

    Escalation

    Transfer and callback rules can try the person you chose or preserve the details for follow-up.

  4. 04

    Ready

    Follow-up

    Owners can check calls, transcripts, summaries, leads, appointment requests, billing usage, and connection health.

AI output can be imperfect. Check important calls and keep a person responsible for critical decisions.

Operational states

Setup states you will see in the app

A saved setup step is not the same as a tested call or event.

Ready locally

You can draft the greeting, hours, intake questions, routing, and dashboard setup before connecting live phone service.

Needs account credentials

Provider credentials must be added through secure setup before connected tests can run.

Provider resource needed

Twilio, OpenAI, Stripe, and optional integrations each need the matching account resource.

Setup saved, not tested

A saved number or OAuth connection still needs a real call, webhook, calendar event, or billing event.

Needs public callback URL

Inbound calls and webhooks need a callback URL the connected service can reach.

Production signoff required

Go-live should wait until phone service, billing, recording notice, escalation, fallback, and support checks pass.

Before routing real callers

Test phone service, public callbacks, billing, recording notices, human fallback, privacy terms, and the full call path before production signoff.