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Data Retention & Subject Rights

This page manages how long data is kept and how to handle data subject access, export, and deletion requests.

Compliance Audit Summary

Four cards show totals for auditable data:

MetricDescription
Total ContactsNumber of contact records
ConversationsTotal conversation records
Audit LogsTotal audit log entries
Campaign MessagesTotal campaign messages sent

Data Retention Policy

Configure how long different types of data are retained before automatic cleanup:

SettingDescription
ConversationsDays to retain conversation data (0 = keep forever)
Audit LogsDays to retain audit log entries (0 = keep forever)
ContactsDays to retain contact records (0 = keep forever)
Auto-Purge EnabledToggle automatic cleanup on or off

Click Save Policy to persist changes.

imageData retention policy configuration form with input fields for conversation, audit log, and contact retention days, auto-purge toggle, and save policy button
Data retention policy configuration

Manual Cleanup

Click Run Cleanup Now to immediately purge data older than the configured retention periods. A confirmation dialog is shown before running.

After cleanup completes, the results are displayed:

  • Conversations deleted
  • Audit logs deleted
  • Contacts anonymized
  • Total records processed
  • Last cleanup run time and next scheduled run

Data Subject Rights

Handle GDPR and FERPA subject access and deletion requests.

Searching for a Contact

  1. Enter a name, email, or phone number in the search box.
  2. Select the matching contact from the results.

Exporting Contact Data

Click Export Data to download all data associated with the selected contact as a JSON file. This fulfills a GDPR Subject Access Request (SAR).

Deleting / Anonymizing Contact Data

  1. Click Delete / Anonymize.
  2. A confirmation dialog appears requiring you to type CONFIRM to proceed.
  3. All personally identifiable data for the contact is anonymized. Conversation records are retained but de-identified.
imageData subject rights interface showing contact search box, selected contact profile card, and Export Data and Delete/Anonymize action buttons
Subject data request interface

DANGER

Deletion is irreversible. All PII for the contact is permanently anonymized. Conversation records are kept for compliance but stripped of identifying information.

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