Desk Overflow customer Data Schedule Version 2026-11-03-v6 · Attach to the mutually accepted customer Order and Data Processing terms.
Complete and verify actual configuration before processing real callers. This is an unsubmitted worksheet; print/save a completed copy and obtain both parties’ acceptance. Do not enter actual caller records or passwords here.
Order/customer/provider reference and final schedule version Services, purposes, business/caller jurisdictions, categories of data and data subjects Approved lead fields and authorized recipients/roles Actual vendors/subprocessors: legal entities, purpose, data categories, processing locations and applicable terms AI greeting, speech processing, approved recording/transcription notices, consent and refusal/fallback procedure Actual retained audio/transcript settings and verification date/evidence Retention for leads, metadata, audio, transcripts, backups and consent records; justified exceptions Named access, MFA, isolation, delegated integration permissions and confidentiality controls Incident contacts, escalation and applicable notification requirements Authenticated access/correction/export/deletion process and responsibility allocation Export window, termination deletion, backup handling and lawful retention Conditional features approved; special/international processing terms, transfer mechanism if applicable Verified notices, platform settings, test evidence and unresolved issues (unresolved critical issue blocks launch) Customer signer/title/signature/date and Provider signer/signature/date