CallPorch

Trust posture

Automation with a review trail.

CallPorch is built so a careful operator can sleep through the night and still trust what happened on the phone. No black box. No unconfirmed badges.

Built for trust

Useful automation, reviewed by people.

CallPorch drafts the path. Your team controls the rules. We surface what happened on every call so a human can confirm before anything goes out.

  • Source trail
    Every detail shows its origin.
  • Caller consent
    Recording and SMS disclosed when required.
  • Escalation rules
    Urgent or complex calls route to humans.
  • Staff approval
    We confirm before booking or sending sensitive data.
  • Audit history
    Every change is logged and searchable.
  • Opt-out handling
    STOP replies and do-not-contact lists honored.
What CallPorch does
  • Answers in your brand voice and confirms it's a real intake call.
  • Captures structured intake with a transcript excerpt next to every field.
  • Holds a calendar slot for 15 minutes against your live calendar.
  • Sends short SMS confirmations with YES / NO / STOP supported.
  • Queues every call for staff review with a source link on each field.
What CallPorch does not do
  • Diagnose, prescribe, give legal opinions, or quote final pricing.
  • Auto-confirm sensitive bookings without staff approval.
  • Send marketing SMS or include sensitive details in message bodies.
  • Claim to be a human or imply emergency-line capability.
  • Archive a call without a logged human action.

Division of work

What CallPorch handles, and what stays with your team.

We draft. Your team decides. The split is deliberate — useful automation should make the human review faster, not optional.

What CallPorch can handle

Drafts, holds, and source trails.

  • Answer after-hours and overflow calls in your brand voice.
  • Collect structured intake with a transcript excerpt next to every field.
  • Hold a calendar slot for 15 minutes and send a short SMS confirmation.
  • Flag likely urgency and read your approved referral language.
  • Keep a source trail so every booked field traces back to the call.

What stays with your team

The decisions that need a person.

  • Confirming sensitive bookings — surgeries, first-time legal intakes, vet emergencies.
  • Quoting final pricing, treatment plans, or representation terms.
  • Deciding when a caller needs a human, an ER, or your on-call protocol.
  • Approving SMS that contains anything beyond a date, time, and name.
  • Closing the loop with the caller after the visit.

Sensitive-case handling

The calls where we do less, on purpose.

For these service lines, CallPorch narrows what it says and widens what your team confirms.

  1. 01Dental emergency

    Helps route swelling, trauma, or post-op pain to your on-call workflow. Drafts a same-day callback slip for staff to confirm. No medication or pain triage from the assistant.

  2. 02Legal intake

    Captures the conflict-check basics and a short matter summary, then flags it for attorney review. Never quotes case value, predicts outcomes, or implies representation.

  3. 03Veterinary urgency

    Flags likely urgency (suspected poisoning, breathing difficulty, post-surgery symptoms) and reads your approved referral language to the nearest ER vet. No dosing or treatment guidance.

  4. 04Home-service safety

    For gas smell, water-pouring leaks, or active electrical hazards, the assistant pauses booking, reads your safety script, and pages the on-call tech instead of holding a slot.

Healthcare safety boundary

What CallPorch does not decide

CallPorch supports clinical front desks, but it is not a clinician. For dental, nephrology, HME, and any other healthcare-adjacent workflow, the rules below apply by default.

  • CallPorch does not diagnose.
  • CallPorch does not provide medical advice.
  • CallPorch does not decide emergencies.
  • CallPorch routes based on customer-approved rules and leaves staff a review trail.

Compliance & security

Security controls for sensitive caller workflows

CallPorch is SOC 2 Type II compliant for Security, Availability, and Confidentiality for the October 2024–October 2025 audit period. Healthcare customers can request a BAA, and HIPAA-compliant tenants use database-level segregation. CallPorch encrypts data at rest with AES-256 and in transit with TLS 1.3.

CallPorch may route calls, draft SMS, and hold slots in Pending status. Final appointment confirmation, medical triage overrides, and pricing quotes require a human.

  • PCI-DSS Level 1 compliant payment posture; full card numbers are not stored and Stripe tokenization is used.
  • Call recordings retained for 90 days.
  • Transcripts and CallTrail Receipts retained for 7 years when requested for medical-record standards.
  • Immutable staff-interaction audit logs retained for 24 months.
  • RBAC roles: Super Admin, Location Manager, Front Desk Staff.
  • SAML 2.0 supported; MFA mandatory for Admin roles.
  • Subprocessors: AWS, OpenAI API under enterprise agreement, Twilio.
  • Call recording requires end-user consent where applicable.
  • SMS opt-out (STOP) is respected and logged.
  • CallPorch is not a medical provider, emergency dispatcher, or clinical decision-maker.

Data handling

Careful by default. Configurable by you.

We state scope, not seals. Our SOC 2 Type II report covers Security, Availability, and Confidentiality for the October 2024 – October 2025 audit period. Healthcare customers can request a BAA; HIPAA-compliant tenants run with database-level segregation. For the report, the BAA, or a specific framework question, write to security@callporch.co.

  • Where data lives

    Call recordings, transcripts, and intake records are stored in encrypted managed databases and object storage. Access is scoped per workspace.

  • How long it's kept

    Retention windows are configurable per workspace. Defaults are conservative; staff can shorten or extend them per service line.

  • Who can see it

    Role-based access for owners, staff, and view-only reviewers. Every view and export is recorded in the audit history.

  • What we never do

    We do not sell call data, train shared models on your transcripts, or share recordings with third parties outside the integrations you connect.

Want a review of your handoff rules?

Share your current after-hours script. We'll show you where CallPorch would defer to staff.

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