Chat Privacy & Sharing

Chat Privacy & Sharing

• Default Visibility
  • Personal chats are private by default
  • Workspace-level chats are visible to all workspace members
  • Sensitive calls require explicit sharing permissions
• Sharing Options
  • Generate shareable links for specific chat threads
  • Invite teammates via email or username
  • Control access levels (view-only or collaborative)

Exporting Chat History

Export Options

• Download chat transcripts as markdown or PDF
• Export with or without referenced call snippets
• Batch export options for compliance needs

Privacy Considerations

Warning: When exporting chats that reference sensitive calls or documents, ensure you maintain proper data handling procedures and compliance requirements.

Access Controls

Personal Chat Privacy

• Set default visibility for new chats
• Control who can view your chat history
• Manage notification preferences

Workspace Sharing

• Share with specific teams or departments
• Set expiration dates for shared links
• Revoke access when needed

Compliance & Audit

• Track who accessed shared chats
• Monitor export activity
• Generate access reports

Best Practices

Sharing Guidelines

1. Always verify recipient permissions before sharing
2. Use time-limited share links when possible
3. Include clear context when sharing chat threads
4. Remove sensitive information before exporting

Compliance Tips

• Tag sensitive chats appropriately
• Regular audit of shared content
• Document sharing decisions
• Follow retention policies