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Other Actions: Data retention

Other Actions: Data retention

With data retention, you can automatically remove conversation data that is resolved or inactive.

Note: To enable this feature within your project settings you'll have to upgrade to an enterprise plan.

Instead of adding a resolve action inside a flow, you can also resolve all conversations when they are no longer active, or remove data after the last time a resolved conversation was updated.

The image below shows that inactive conversations will be resolved after 1 day. And after 1 day that they are resolved they will be permanently deleted.

 

data_retention_1.png

 

You can do the same manually by clicking on the Resolve and Run policy buttons. Resolve will resolve all conversations that are not yet resolved and Run policy will remove all resolved conversations that confirm with the configured policy.

 

data_retention_2.png

Event triggering

You can also trigger an event after auto resolve or after agent’s resolve/archive. This is useful if you, for example, want to automatically send out a survey.

 

data_retention_3.png

 
Labels (1)

Other Actions: Data retention

With data retention, you can automatically remove conversation data that is resolved or inactive.

Note: To enable this feature within your project settings you'll have to upgrade to an enterprise plan.

Instead of adding a resolve action inside a flow, you can also resolve all conversations when they are no longer active, or remove data after the last time a resolved conversation was updated.

The image below shows that inactive conversations will be resolved after 1 day. And after 1 day that they are resolved they will be permanently deleted.

 

data_retention_1.png

 

You can do the same manually by clicking on the Resolve and Run policy buttons. Resolve will resolve all conversations that are not yet resolved and Run policy will remove all resolved conversations that confirm with the configured policy.

 

data_retention_2.png

Event triggering

You can also trigger an event after auto resolve or after agent’s resolve/archive. This is useful if you, for example, want to automatically send out a survey.

 

data_retention_3.png

 
Labels (1)
Last Reviewed:
05-21-2022 05:35 PM

Other Actions: Data retention

With data retention, you can automatically remove conversation data that is resolved or inactive.

Note: To enable this feature within your project settings you'll have to upgrade to an enterprise plan.

Instead of adding a resolve action inside a flow, you can also resolve all conversations when they are no longer active, or remove data after the last time a resolved conversation was updated.

The image below shows that inactive conversations will be resolved after 1 day. And after 1 day that they are resolved they will be permanently deleted.

 

data_retention_1.png

 

You can do the same manually by clicking on the Resolve and Run policy buttons. Resolve will resolve all conversations that are not yet resolved and Run policy will remove all resolved conversations that confirm with the configured policy.

 

data_retention_2.png

Event triggering

You can also trigger an event after auto resolve or after agent’s resolve/archive. This is useful if you, for example, want to automatically send out a survey.

 

data_retention_3.png

 
Labels (1)
Version history
Last update:
‎06-19-2021 07:55 AM
Updated by:
Contributors