Take card payments over the phone. Without keeping the card details.
RocketPhone provides layered controls designed to support PCI DSS-compliant telephone payment processes, helping prevent sensitive payment information from being retained in recordings and conversation transcripts.
Processing conversation in real time…
Three controls. One safer payment conversation.
Manual pause and resume shouldn't be your only line of defence. RocketPhone combines recording controls, real-time conversation intelligence and transcript redaction to reduce the risk of card information being retained.
Pause recording and transcription
Pause conversation capture while payment details are exchanged, then resume immediately afterwards. This helps prevent sensitive card information from becoming part of the retained conversation record while preserving the rest of the customer interaction.
Automatic detection catches the moment
RocketPhone recognises the conversational context around payment information being requested or disclosed and immediately alerts the agent that recording should be paused. This protection is built in by default, so the prompt appears without any custom configuration.
Sensitive information may have been shared. Pause recording and restart when you feel this topic has passed.
Optional transcript redaction
Available as an optional add-on, subject to configuration work to align with your business logic. If recording is not paused during a payment moment, it can automatically identify and mask payment-card information from conversation transcripts.
“My card number is 1234 5678 9012 3456 and the expiry is 01/29.”
Protection built around the payment moment.
Conversation captured
Customer conversation is recorded and transcribed as normal.
Payment conversation detected
RocketPhone identifies conversational signals indicating payment information may be exchanged.
Automatic detection alerts the agent
An immediate prompt tells the agent to pause conversation capture.
Recording and transcription paused
Sensitive details can be exchanged without being retained in the conversation record.
Conversation resumes
Once payment is complete, recording and transcription continue normally.
Optional add-on: transcript redaction can automatically identify and mask payment-card information as a failsafe if recording is not paused. Subject to configuration work to align with your business logic.
Keep sensitive payment data out. Keep the useful conversation data in.
Stopping card data from being retained shouldn't mean losing the entire customer conversation. RocketPhone captures and processes the useful parts of customer conversations and makes them available within Salesforce, while providing controls around sensitive payment moments.
- Customer asks about product
- Requirements discussed
- Pricing discussed
- Payment section[ Capture paused ]
- Implementation discussed
- Next steps agreed
Customer agreed to proceed with the Premium plan.
Send onboarding documentation
Useful conversation intelligence reaches Salesforce: conversation history, summaries, outcomes, actions and more. Payment-card data does not need to.
More than a pause button.
Traditional pause / resume
- Depends entirely on the agent remembering
- Recording can continue accidentally
- Transcript may still capture information
- Limited real-time intervention
RocketPhone layered controls
- Recording pause / resume
- Transcription pause / resume
- Real-time payment detection
- Automatic detection alerts
- Optional transcript redaction (add-on, configured to your business logic)
- Salesforce-native conversation intelligence
Designed to support your PCI DSS processes.
RocketPhone provides a layered set of controls to support PCI DSS-compliant telephone payment processes.
- Recording and transcription can be paused while payment details are exchanged, helping prevent sensitive card information from being retained within conversation records.
- Real-time conversation processing can identify when payment information appears to be requested or disclosed and automatically alert the agent that recording should be paused.
- An optional transcript-redaction add-on can automatically identify and mask payment-card information from conversation transcripts if recording is not paused. It is subject to configuration work to align with your business logic.
- Together, these controls help organisations minimise the capture, storage and propagation of payment-card information across recorded customer conversations and Salesforce.
Compliance notice
PCI DSS compliance remains the responsibility of the merchant and covers the complete people, processes and technology involved in accepting card payments.
RocketPhone's controls are designed to support that compliance programme and reduce the amount of cardholder data retained within the conversation-processing environment.
Conversation intelligence built for enterprise Salesforce teams.
Capture conversations. Process them in real time. Trigger the right actions. Put the intelligence where your teams already work: Salesforce.
Trusted by ambitious revenue & service teams
See PCI-aware conversation controls in action.
See how RocketPhone can protect sensitive payment moments while retaining the intelligence from the rest of the conversation.