> ## 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.

# Data Storage Settings

> Control what call data is stored and configure PII scrubbing for your agents.

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

## Storage Modes

Navigate to your agent → **Security & Fallback Settings → Data Storage Settings** and select one of the following modes:

| Mode                      | What is stored                                              |
| ------------------------- | ----------------------------------------------------------- |
| **Everything**            | All transcripts, recordings, and logs (default)             |
| **Everything except PII** | Content stored with PII removed based on your configuration |
| **Basic Attributes Only** | Only metadata — no transcripts, recordings, or logs         |

You can also configure a [data retention period](/Accounts/privacy/data-retention) to automatically delete stored data after a set number of days.

## 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

## 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.

### Content Categories

Detected occurrences are replaced with `[category number]` placeholders (e.g., `[email 1]`, `[person name 2]`):

| Category                  | Description            |
| ------------------------- | ---------------------- |
| `person_name`             |                        |
| `address`                 |                        |
| `email`                   |                        |
| `ssn`                     | Social 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.

### 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.

## 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](/Accounts/privacy/data-retention).
