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Compliance Readiness

Compliance Readiness is a checklist at the top of Settings, Compliance. It shows, in one place, which compliance related settings are turned on in your account and which are not yet.

What you see

Each line has a green check when the setting is on, or a marker when it is not yet set up. A marker line has a short how-to and a How to add link that opens the right page. Lines with a check show who set it up and when, in Pacific time, where Velaro records that.

The checklist covers:

  • The AI Features Acknowledgment has been accepted
  • A call recording notice is on for your voice agents
  • A greeting that says people are talking with an AI assistant is set on voice agents and bots
  • Visitor consent is set on your chat windows
  • PII redaction is turned on for chat
  • Your safety controls are on
  • Callers can reach a person, with an after-hours choice, on your voice agents
  • A transcript retention period is set
  • The current Terms of Service have been accepted

A line that does not apply to your account, for example call recording when you have no voice agents, is shown as not applicable.

What a check mark means

A check mark means the setting is turned on in your account. It does not mean it is correct, sufficient or legally compliant for your situation, and it is not legal advice or a certification. You remain responsible for your compliance.

Who can see it

Compliance Readiness is part of the Compliance packages. If you do not see it, your account does not include a Compliance package; see your plan under Billing, Usage Overview.

Related

  • AI Features Acknowledgment explains the acceptance an administrator records the first time an AI feature is turned on.
  • Redaction and Safety Controls are the other tabs on the same page.
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