Understand how your sales data is used.
Sales conversations contain customer and business information. Here is how account access, AI processing and recording responsibilities fit together.
Account access
Company roles determine access to calls, analysis and settings. If you use MaxOut AI through a coach or agency, authorized reseller administrators can access and help manage your account. Authorized platform administrators also support the service.
How coaching uses your data
MaxOut AI uses your company's playbook, uploaded knowledge and eligible past call insights to personalize analysis and coaching. Individual coaching can also remember a user's communication habits across sessions.
AI service providers
Relevant call and document content is processed by external AI services to provide transcription, analysis, search and generation. The providers involved depend on the feature and configuration. Ask us for the processing details relevant to your deployment.
Recording and sharing
Your team is responsible for obtaining the permissions needed to record, process and share conversations. Review recordings and generated content before sharing them. Do not assume every recording or transcript has had all sensitive information removed.
Review security information for your use case
For procurement or a sensitive-data workflow, request current documentation about processing locations, service providers, access controls, retention, encryption and any applicable independent assessments. Assessment scope and dates matter when evaluating your requirements.
Privacy requests and recording guidance
Our privacy policy explains data use, authorized access and how to request access, correction, export or deletion. Recording permission is a separate responsibility from post-call compliance review.
Updated September 14, 2026.