Set retention policies

ComplianceDraft — not publishedUpdated 2026-07-26

Storage limitation is a GDPR obligation, not a housekeeping preference. Set a period for each data class and let the platform enforce it.

  1. Go to Settings → Data & retention.
  2. Set a period per class: conversations, media attachments, voice recordings, inactive contacts.
  3. Choose hard deletion or anonymisation at expiry.
  4. Record the justification for each period.

Choosing periods

Start from the legal or contractual reason you hold the data. If you cannot state a reason, the period is too long. Media and voice recordings usually justify a shorter period than the conversation transcript itself.

Steps at a glance

  1. Open retention settingsGo to Settings → Data & retention.
  2. Set a period per data classChoose retention for conversations, media attachments, voice recordings and inactive contacts.
  3. Confirm the deletion behaviourDecide whether records are hard-deleted or anonymised at expiry.
  4. Record the justificationNote the business or legal reason for each period — it belongs in your Article 30 record.
Next step

Bring this to your enterprise stack

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