Treasure Data Call Recording Policy


All Treasure Data employees who use any recording capability such as Zoom, Chorus.ai or any other recording capability must comply with this Policy.


The objective of this Policy is to provide guidelines to Treasure Data employees on how and when to record calls and conversations, so that we comply with applicable laws. This Policy focuses on recording in the sales engagement process, but the general principles of consent, data subject rights, and security including deletion apply whenever a recording is performed.


As Treasure Data focuses on its GTM strategy, one of the key initiatives is to provide initial and ongoing training and enablement to all employees who support sales. Playing back recorded calls and presentations can be helpful for training and coaching purposes.

TD uses Zoom for video conferencing, and this platform provides features to record meetings and share the recordings. The TD sales team uses Chorus.ai, a conversational intelligence application, to analyze voice and video content of Zoom recordings.

In some jurisdictions, it is mandatory to collect evidence of express consent before a meeting can be recorded. In the US, it is unlawful to record without consent. In certain states, all participants need to give consent while in other states, one party needs to provide consent. Given the potential complexity of determining the applicability of relevant legal frameworks, Treasure Data seeks to adopt one single approach and has decided to comply with the strictest requirements, regardless of the region where the TD Sales Team is doing the recording, or where participants are based. This Policy addresses how we will do this.


  1. Licensing
    1. Recorders – Anyone that has a paid, assigned Zoom call recorder license.
    2. Listeners – Anyone that has a free, assigned “listen-only” license.
    3. Participants – Any participant that is not licensed. A participant is the person on the call that is being recorded and does not have access to Chorus.ai.
  2. Roles
    1. Roles control a user’s view and what they can do in Chorus.ai. There are 6 defined roles in Chorus.ai. TD assigns roles to a Chorus user based on job function. The role dictates what the user can and cannot do in the product.
  3. Teams
    1. The Teams functionality in Chorus.ai organizes users for reporting in Analytics and surfacing relevant calls. Chorus.ai manages the visibility of recordings at a team level by activating Data Access.
  4. Users
    1. Users are organized into Teams.
    2. Users gain access to recordings and Chorus.ai features through Roles.

Responsibilities of the Recorder

  • The Recorder is responsible for ensuring that the recording is performed only where consent has been appropriately collected, which means the following:
    1. The recorder will provide the following notices to the participants when recording will take place:
      1. The recorder will provide notice to the participants that the call will be recorded at least 10 minutes before the meeting.
      2. At the time of the call, the participant will be provided with a consent screen where they have the option of (1) leaving the meeting; or (2) consenting to the recording
        • If a participant objects to the recording, the Recorder will immediately stop recording.
        • Recording takes place only if all participants consent to the recording.
        • A participant may change his or her mind after giving consent.
        • The consent from each participant is recorded in Zoom.
    2. The participant may request a deletion of the recording at any time and the Recorder will promptly comply.
  • The Recorder is only allowed to delete, edit, or modify his or her own recording.
    1. The Recorder will not share the recording with any non-TD entities or anyone outside of TD without the consent of all participants.
    2. The Recorder may only share recordings that he or she personally recorded.
  • The Recorder will not share the recordings of one customer with another customer. The recording may only be shared with a participant on the call. Always treat the recordings as confidential information belonging to TD and the customer.

Responsibilities of the Listener

  • The Listener is able to share recordings with internal users only, provided that the internal user has a business reason to listen to the recording. The Listener may ask the Recorder to share the recording with someone outside of TD who is a participant on the call as only the Recorder is allowed to share in accordance with this Policy.
  • Only the link to the recording may be shared. Do not share a download of the recording.

Security and Data Deletion

  • The recordings will be protected as confidential information following all TD procedures in protecting confidential information. They will be stored on the Zoom server.
  • Each recording will be automatically deleted 180 days after the recording creation date.