HOW TO: Setup Privacy Settings

Privacy Settings help you control which meetings get automatically imported and scored in Hyperbound. Use privacy rules to include or exclude calls based on meeting title keywords, attendees, and call duration.

This is useful when you want to:

• Exclude internal meetings (standups, 1-on-1s, team syncs)

• Only score calls that match your criteria (for example, prospect calls)

• Keep sensitive conversations from being analyzed

Who can manage Privacy Settings

Only Admins can create, edit, or delete privacy rules.

Where to find Privacy Settings

1. Go to Settings

2. Select Integrations

3. Open the Privacy Settings tab

How privacy rules work

Rule hierarchy (priority order)

If multiple rules could apply, Hyperbound checks rules in this order and stops at the first match:

Example: If a call matches both a User rule and an Organization rule, the User rule wins.

Set your Default Behavior first

Default Behavior controls what happens to calls that do not match any rule.

Tip: Most teams start with Import the call, then add a few rules to ignore internal meetings.

Create your first privacy rule

Step 1: Click “Create a Rule”

On the Privacy Settings page, click Create a Rule.

Step 2: Choose the scope

Pick where the rule should apply:

• Organization: applies to everyone

• Team: applies to one team

• User: applies to one user

Step 3: Add filters

All filters you set must match for the rule to apply (AND logic).

Filter: Call Title

Match keywords in the meeting title.

• Enter keywords (partial matches count)

Example input:

Matches titles like:

• “Daily Standup”

• “Manager 1-on-1”

• “Internal Team Sync Meeting”

Filter: Attendees

Match calls that include all selected participants.

• Select one or more users from the dropdown

Filter: Call Duration

Match calls based on length (seconds).

• Minimum Duration: match calls longer than this

• Maximum Duration: match calls shorter than this

• Use both for a range

Step 4: Choose the outcome for matched calls

Pick what happens when the rule matches:

Step 5: Save

Click Save. The rule applies immediately to new incoming calls.

Use Cases and Examples

1) Exclude internal meetings

Goal: Prevent internal meetings from being scored

• Scope: Organization

• Call Title: standup, 1-on-1, sync, internal, team meeting, all-hands

• Outcome: Ignored

2) Exclude short calls (test calls, quick check ins)

Goal: Ignore calls under 2 minutes. Usually for a cold call, good quality conversations last over atleast a minute.

• Scope: Organization

• Maximum Duration: 120

• Outcome: Ignored

3) Whitelist Mode: only score likely customer calls

Goal: Only import calls you expect to be sales calls

1. Set Default Behavior to Ignore the call

2. Create this rule:

• Scope: Organization

• Minimum Duration: 600

• Outcome: Imported

This ignores everything by default, but imports calls over 10 minutes.

4) Exclude a specific user’s 1-on-1s

Goal: A leader wants their 1-on-1s excluded

• Scope: User (select the user)

• Call Title: 1-on-1, 1:1, one-on-one

• Outcome: Ignored

What you will see when calls match a rule

If a call is Ignored

• Saved in the database for audit purposes

• Hidden from your dashboard

• Not scored

• No summary emails are sent

If a call is Imported

• Visible in your dashboard

• Scored normally

FAQ

Need help?

If you have questions about configuring privacy rules or want help with a specific setup, contact Hyperbound Support.