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Data handling and compliance controls

Use this page to align OXVO usage with internal security and privacy policy.

Where to find it

Use Settings → Security for authentication controls and Session Replay → Replay Settings for privacy controls.

When to use it

Use this guide before production launch, during security reviews, and when adding new integrations or data fields.

Data classes in OXVO

  • Conversation content and metadata
  • Contact and company attributes
  • Session replay data and events
  • Integration payloads and webhook deliveries

Configure control areas

Encryption And Secrets

  • Configure encryption keys for sensitive application features.
  • Store secrets in secure runtime configuration, not source code.

Access Control

  • Use least-privilege custom roles where available.
  • Restrict Sessions and live assist access.
  • Review admin grants on a fixed schedule.

Privacy In Sessions

  • Configure masking before rollout.
  • Limit metadata to operationally necessary fields.
  • Apply retention policy based on legal and business requirements.

Integrations And Webhooks

  • Minimize payload fields sent to external tools.
  • Enforce HTTPS and receiver-side validation.
  • Track failure/retry behavior in logs.

Tips and edge cases

When unsure whether a field should be stored, treat it as sensitive and exclude it until policy approval is documented.

Internal compliance runbook inputs

Document these for audits:

  • Role matrix and review cadence
  • Data retention schedule
  • Incident response process
  • Third-party integration inventory

Note: Compliance obligations depend on your jurisdiction and policy framework; map this guidance to your legal requirements.