Administration
AI and communications policy
Set what Donna may do organization-wide, her tone and escalation, and the call policy: guest links, external participants, recording and transcripts.
On this page
Two organization-wide policies live under Admin → AI: how Donna behaves, and how calls are run and recorded.
Availability
- Change either policy
- the Owner. Others’ changes wait for the Owner’s approval
Donna’s policy#
Business context, words to avoid and caution level. What each does — and which settings are saved but not yet used — is in Control Donna for your organization.
Call policy#
| Setting | What it does |
|---|---|
| Allow conference calls | Calls with more than two people |
| Allow guest links | Links that let someone without an account join a call |
| Allow external participants | People from outside the organization in calls |
| Record calls by default | Start recording automatically |
| Recording consent | Ask before recording, Always allowed or Never record automatically |
| Donna recording prompts on video calls | Let Donna offer to record |
| Create transcripts by default | Transcribe recorded calls |
| Generate post-call summaries | Donna writes a summary after the call |
| Retention days | How long recordings are kept — 365 days by default |
Recording, transcripts and summaries use the organization’s credits, and call recording needs Pro or Enterprise. See Calls.