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Manage conversation policies

Create and manage policies to automatically handle data retention and governance tasks for your conversations.

Frequently Asked Questions

What are retention policies?

Retention policies automatically manage the lifecycle of your conversations by setting expiration dates based on configurable rules. This helps you maintain data hygiene and comply with data retention requirements.

How do retention policies work?

When a conversation becomes idle, the system checks for active retention policies in your account. If a matching policy is found, it sets an expiration date on the conversation based on the policy configuration.

Can I have multiple policies?

Yes, you can create multiple policies with different configurations. Policies are evaluated in order, and the first matching policy will be applied to eligible conversations.