Desk Overflow customers

Privacy and data preferences

Open the printable Data Schedule worksheet. Complete the final version privately with Desk Overflow.

Preferences are not proof of platform settings. Desk Overflow must issue and verify the final data schedule listing actual processors, processing locations, retention and notices before real callers are processed. Speech processing can occur even when stored recordings are off.

Data preferences

Use your business contact details and the reference supplied by Desk Overflow. Do not submit passwords, tax IDs, card details, customer lists or sensitive caller records. A saved confirmation records your submission; Desk Overflow must verify the reference and authority before action.

Authorized contact name *

Legal business name *

Business email *

Contact phone *

Approved order or inquiry reference *

Business/caller states expected *

Requested lead fields, no real caller data *

Authorized recipient roles or business emails *

Retained audio preference *

Retained transcript preference *

Requested retention by record type *

Business privacy/incident contact *

Fallback if caller declines or asks for a person *

I am authorized to give these proposed instructions. I understand these preferences require a verified customer-specific data schedule before live processing.I authorize a phone or email reply about this submission.