This document provides detailed information about the technologies and processes that power the Conversations functionality within Salesloft. It aims to clarify how Salesloft manages conversation data and offers transparency into the tools and practices used to ensure security and compliance.

What technology powers the Conversations function? 

The Conversations service uses a combination of Salesloft-developed technology and technology from trusted third-party providers. These technologies work together to process recordings, transcripts, and related information, enabling customers to capture and analyze the voice of the customer. 

For information on the sub-processors that we utilize to provide the services, including the Conversations functionality, visit the Salesloft Trust Portal at https://trust.salesloft.com/. 

For information on AI processing in the Salesloft platform, please refer to the Salesloft & AI guide.

What are the required permissions for Microsoft Teams in Conversations?

Microsoft Teams integration requires specific permissions to process recordings using its API.

Detailed guidance on managing these permissions is available in the Microsoft Teams API Integration Admin Guide.  

Is chat/meeting transcript information used for real-time processing, or is it stored for future use? 

Chat and meeting transcript data are not used for real-time processing. This data is securely stored within our platform for future use.  

Are there plans to include a disclaimer about data collection and processing in meeting invites?

Currently, no. However, Salesloft is exploring the inclusion of disclaimers in meeting invites as part of future updates. Depending on your provider, concerned customers may have the option to include disclaimers in their email or calendar events. 

Further, conference providers typically offer the capability to customize and display a warning to attendees when a meeting is being recorded. Learn more about native Consent to Record offerings in our Conference Provider's Consent to Record article.

Things to Note: These capabilities, where applicable, are made available by your third party conferencing provider and are not provided by Salesloft. 

How long is data retained, and are there secure procedures for data removal?

Salesloft offers automated scheduling for conversation data deletion. For more information, refer to our Manage Conversations Storage article.  

Additionally, customers can request data removal upon the completion of their contract.