Retention Policies

Retention Policies automatically manage conversation lifecycle by setting expiration dates for idle conversations based on your business requirements. This feature ensures conversations are handled consistently according to your data retention policies without manual intervention.

How It Works

When conversations become idle, the system automatically applies your configured retention policies by setting expiration dates. Your existing conversation cleanup system then processes these expiring conversations according to your specified timeline.

Key Benefits

• Automatic Application - Policies apply when conversations go idle without any manual work
• Flexible Configuration - Set retention periods from 1 to 365 days to match your needs
• Compliance Ready - Helps meet regulatory requirements and data governance policies
• Resource Optimization - Automatically clean up outdated conversations to improve performance

Getting Started

Create Your First Policy

1. Navigate to the Policies section in your dashboard
2. Click "Create New Policy" to start configuration
3. Set your policy name, description, and retention period
4. Save your policy - it will automatically apply to future idle conversations

Best Practices

• Start with longer retention periods and adjust based on your needs
• Use descriptive names to clearly identify each policy's purpose
• Consider different policies for different types of conversations
• Regularly review your policies to ensure they meet current requirements

Learn more about retention policies in our documentation.