Implementation review

AI Data Handling and BAA Options

Data handling depends on the selected tools, deployment and customer requirements. We review these as part of the project scope.

Before implementation

Define the requirements together.

Discuss the information your assistant needs and who should have access to it.

Data & access

Identify collected information, system access and account ownership.

Storage & retention

Agree where records are stored and the retention and deletion requirements.

Sensitive workflows

Review supplier terms and required agreements before handling regulated or sensitive information.

Project-specific requirements

Ask about your intended deployment.

This website does not establish a certification or a regulated deployment’s suitability. Any required assurances and agreements must be confirmed for the specific implementation.

Discuss your requirements →

AI Data Handling and BAA Options FAQs

What is included in the setup?

We agree the call types, approved business information, routing, and supported integrations before implementation. Your team reviews the configuration and tests the handoff before launch.

What are the published voice plan allowances?

General receptionist plans list $29 for 80 minutes, $99 for 280 minutes, and $199 for 650 minutes per month. Confirm features and top-ups during onboarding. WhatsApp and custom automation are quoted separately.

Can appointments and transfers be configured?

Supported calendar booking, appointment requests, and transfers are configured according to the selected plan and integration. If a request cannot be confirmed, it should be routed to staff for follow-up.

How are sensitive workflows handled?

Medical arrangements list $199 and $349 tiers with agreed BAA and data-handling scope. Review the actual services, access, retention, and contracts. Administrative assistants do not provide clinical, legal, tax, or other professional advice.

How can we evaluate the service?

Review a live demo and agree a pilot with realistic calls, staff ownership, and acceptance criteria. A seven-day trial is advertised for receptionist packages; activation and account terms are confirmed during onboarding.

For an independent reference on evaluating AI risks, see the NIST AI Risk Management Framework.