Data Privacy Service Settings

Please note: Features on this page will be activated only on customer request. Once activated and configured, anonymized entries cannot be restored.

 

Audio/Video modality only - The Data Privacy settings control anonymization of Caller Information shown on the Nimbus UI after a call (session) has concluded, e.g. within views like My Sessions, Assistant or Attendant Console. A typical application for this is to meet country-dependent or internal regulatory and compliance standards or to simply keep any personal customer details separate from the services provided.

Configurable Options

Area Description
Anonymize Caller Information

When enabled: Will anonymize personal caller information on the Nimbus UI.1
Also:
⮑ Unlocks a second “Anonymize All Calls” toggle.

⮑ Shows a table for adding Caller Anonymization configuration items, each containing Regular Expressions (RegEx).

GDPR - Good to know

💡Scope of Caller Anonymization1:

  • This feature will anonymize Audio/Video modality inbound / outbound PSTN calls only. 
  • Only historical caller Information is anonymized on the Nimbus UI, showing “Anonymized on Request” placeholders. This includes views such as Admin > Service Operations.
  • The anonymization is not retroactive. Sessions are only anonymized while the toggle is enabled.
Anonymization placeholders

💡Not affected by Caller Anonymization are:


1🔎 Please also refer to the → Known Limitations chapter below..

 
Anonymize All Calls

✅ Default disabled. Requires “Anonymize Caller Information” to be enabled to become editable.


When enabled: All calls will be anonymized without any RegEx.

⮑ Caller Anonymization RegEx table is disabled.

Caller Anonymization (entry list)

✅ Default empty, disabled. Becomes active when “Anonymize Caller Information” is enabled.

💡The table is disabled and entries are locked while “Anonymize All Calls” is enabled.


When enabled: 

  • You can “+Add” Caller Anonymization configuration entries to the list as needed. 
  • If any Regular Expression criteria defined in a Caller Anonymization item is met:
    •  …During live calls (Ongoing Session) views (My Sessions, Assistant or Attendant Console) continue to show the the Caller Information fields1 within the Session Details as per usual.
    • … After a call concluded (Concluded Session), the views will show a placeholder “Anonymized on Request” for the following Caller Information fields1:
      • For Inbound calls: MicrosoftCallerId, CallerTelNumber
      • For Outbound calls: DestinationTelNumber, MicrosoftDestinationId

1🔎 Detailed information on this data can be found under System Fields > System / Call Data tables respectively.

Known Limitations

INC Caller Anonymization limitations

🔎BY DESIGN: CALLER ANONYMIZATION

💡The following design notes are not considered issues: 

  • In any transfer scenario, the first service settings apply - including Caller Anonymization. Transfer to other services will inherit this setting from the original service session. This also works in the inverse case, meaning that transfers received from a service with anonymization disabled will NOT appear anonymized on a service that has the feature enabled.
  • Power Automate Connector: Any externally retrieved Parameters and other Customer-identifying context are not included in Caller Anonymization.
    → Nimbus cannot identify which parameters count as sensitive. If you need to anonymize this information, adjust your Power Automate flows accordingly.
  • The “Anonymized on Request” placeholder is not shown on the Customer Insights page, as it uses historical data.
  • Scheduling a Callback (see Use Case - Schedule Automatic Callbacks from a Nimbus Queue) will not work on anonymized services, as the Workflow Activity “Save to Parameter” will not have a Parameter with a usable customer PSTN to operate with.
  • The “Callback” Workflow Activity will not work on anonymized services.
  • The caller PSTN (phone number) will still be shown in Microsoft Teams UI, as Nimbus cannot control this part.
 

KNOWN LIMITATIONS: CALLER ANONYMIZATION

💡We are actively working on frontend enhancements (e.g. how parameters are displayed during a live call):

💡Currently out of scope, please refer to the available → workarounds:

  • “Announcement” Workflow Activity (with “Add Parameter” toggled on): Customer-identifying Call Data – such as $(Caller.TelNumber) –will be visible in the active session database.
    → We recommend to avoid using caller identifying parameters and System Fields in workflows.
  • Transcription (with Caller Anonymization enabled) will contain names of participants. 
    → We recommend to store the transcribed data exclusively within in “Nimbus Companion” Flow Actions while leaving transcription widgets on My Sessions disabled.
  • Custom Roles or Bulk Editing currently don't include “Data Privacy / Anonymization”.
    → Please adjust settings with Admin / Service Owner accounts individually.
 

 

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