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Documentation Index

Fetch the complete documentation index at: https://documentation.uponai.com/llms.txt

Use this file to discover all available pages before exploring further.

By default, UponAI stores the following potentially sensitive data related to your calls:
  • Call logs
  • Transcriptions
  • Call recordings
  • Caller ID (inbound) / Callee ID (outbound)
  • Knowledge base retrieved contents
  • Dynamic variables
  • Metadata

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Storage Modes

Navigate to your agent → Security & Fallback Settings → Data Storage Settings and select one of the following modes:
ModeWhat is stored
EverythingAll transcripts, recordings, and logs (default)
Everything except PIIContent stored with PII removed based on your configuration
Basic Attributes OnlyOnly metadata — no transcripts, recordings, or logs
You can also configure a data retention period to automatically delete stored data after a set number of days.

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What Happens When You Change Storage Settings

  • You will continue to receive webhook events with transcript, recording, and other data regardless of your storage mode
  • When using Basic Attributes Only: querying the call via the Get Call API later will not return transcripts or recordings
  • When using Everything except PII: the call recording link expires after 10 minutes upon receiving the webhook

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PII Scrubbing

When you choose Everything except PII, you can configure which personally identifiable information is removed after the call completes. Scrubbing is applied across transcripts, recordings, public logs, dynamic variables, metadata, call analysis, and tool call arguments/results.

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Content Categories

Detected occurrences are replaced with [category number] placeholders (e.g., [email 1], [person name 2]):
CategoryDescription
person_name
address
email
ssnSocial Security Number
passport
driver_license
credit_card
bank_account
password
pin
medical_id
date_of_birth
customer_account_number
DTMF digits are replaced with [PII INFO] whenever any PII category is enabled, to avoid exposing touch-tone passwords or PINs. The raw originals are deleted under Everything except PII — only scrubbed versions remain.

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Phone Number (Special Behavior)

phone_number behaves differently from content categories. Selecting it redacts the customer’s phone number from the call record itself, not just the transcript:
  • Inbound calls: from_number is removed
  • Outbound calls: to_number is removed
  • SMS chats: user_number is removed
The field is removed entirely — there is no placeholder. If you need the customer’s number visible for downstream systems, do not include phone_number in your categories.

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What Is Always Preserved

Regardless of your configuration, these fields are never altered by PII scrubbing:
  • Identifiers: call_id, agent_id
  • Timing: start_timestamp, end_timestamp, duration_ms
  • Outcome: call_status, disconnection_reason, call_successful, user_sentiment, in_voicemail
  • Operational: direction, transfer_destination, call_latency, cost_metadata, call_cost, custom_attributes
  • Tool call records — name, timing, and success (arguments and results are still scrubbed)
To remove these fields as well, use Basic Attributes Only storage or configure a data retention period.