Yes. We can configure summaries to capture only what you need and avoid what you don’t.

How we keep summaries “clean” #

• Custom intake fields: you choose the questions and the exact fields captured
• Summary rules: we can limit what gets summarized (for example: exclude payment details, medical info, or IDs)
• Caller guidance: we can add gentle prompts that steer callers away from sharing sensitive details

Best practice #

If your business handles sensitive information, we recommend keeping intake focused on contact + high-level context (who, why, urgency, and the best next step) and collecting sensitive details only through your secure internal process.