Data Retention Policy

Retention policy targets

Retention Policies are enacted via targets, but they apply to data (interactions). This data is created by interactions - calls, messages, and Meetings — therefore a single user may generate data in the context of different targets.

For example, if you make a call using a Department line that has a data retention policy applied, the data generated from your call will be governed by that policy. Calls you make using your personal line will not be governed by that policy. 

Retention policies can be set at the following targets:

• Office: applies to all users in the office and office main line
• Department:  applies to interactions with the department line
• Call Center: applies to the interactions with the call center line
• Coaching Team: applies to individual interactions for the users in the coaching team
• User: applies to individual interactions for the user

Set a retention policy

To set your retention policy, first head to your Admin Settings at Dialpad.com 

To set the Office level:

1. Navigate to ‘Office Settings’
2. Select ‘Retention Policy’ 
3. Select ‘Set retention policy’ 
4. Select the desired policy
5. Enter the number of days you’d like the policy to apply to
6. Select ‘Save policy’ 
7. Select ‘Set policy’ 

To set a policy at the Contact Center level:

1. Head to your Admin Settings at Dialpad.com 
2. Select the desired ‘Call Center’ 
3. Select ‘Advanced Settings’ 
4. Select ‘Retention Policy’ 
5. Select ‘Set retention policy’ 
6. Select the desired policy
7. Enter the number of days you’d like the policy to apply to
8. Select ‘Save policy’ 
9. Select ‘Set policy’ 

Don't forget, if there is a retention policy applied at the Office level, it will automatically be applied to your Contact Center and is applicable until you manually change it. 

To set a policy at the Department level:

1. Head to your Admin Settings at Dialpad.com 
2. Select the desired ‘Department’ 
3. Select ‘Advanced Settings’ or 'Update Retention Policy'
4. Select ‘Retention Policy’ 
5. Select ‘Set retention policy’ 
6. Select the desired policy
7. Enter the number of days you’d like the policy to apply to
8. Select ‘Save policy’ 
9. Select ‘Set policy’ 

Don't forget, if there is a retention policy applied at the Office level, it will automatically be applied to your Department and is applicable until you manually change it.

To set a policy at the Coaching Teams (Group) level:

1. Head to your Admin Settings at Dialpad.com 
2. Select the desired ‘Coaching Team’ 
3. Navigate to ‘Retention Policy’ 
4. Select ‘Set retention policy’ or 'Update Retention Policy'
5. Select the desired policy
6. Enter the number of days you’d like the policy to apply to
7. Select ‘Save policy’ 
8. Select ‘Set policy'

Don't forget, if there is a retention policy applied at the Office level, it will automatically be applied to your Coaching Team and is applicable until you manually change it.

To set a policy at the User level:

1. Head to your Admin Settings at Dialpad.com 
2. Navigate to 'Office Settings'
3. Select ‘Users’ 
4. Choose the User whose policy is to be updated
5. Select ‘Options’ 
6. Select ‘Admin’ 
7. Select 'Set retention policies'
8. Select 'Update Retention Policy'
9. Select the desired policy
10. Enter the number of days you’d like the policy to apply to
11. Select ‘Save policy’ 
12. Select ‘Update policy’

Retention period

When setting up your retention policy, you can specify any period in 1-day increments. The shortest retention period is 1 day.

The retention period is calculated from the age of the content at the time the retention policy is put in place, not from the date the retention policy is applied. For example, a retention policy of 365 days will affect all data that is older than a 1-year rolling period from the present.

Affected data

Below you'll learn more about the retention policies available.

Cleanup & Archive

Cleans up the user view by masking data from search results, but does not delete any data. Data is still available to administrators and for analytics reporting.

Archiving is useful for high-volume, analytics-heavy businesses where managers need to keep data available for metrics and Ai analytics, and end-users don’t need indefinite access to call data. Users will not see archived data, but admins will see it as normal.

Remove Content

Deletes the content associated with user activity, such as call recordings, voicemails, messages, and Ai transcripts.

This means that this data will be completely purged from your environment as well as Dialpad’s system. It is not retrievable once removed.

Removing content doesn’t remove the listing for entry for the call itself. Nor does it remove the name or phone number of the caller or the called party. Names and phone numbers are personal information, but they aren’t “content” so removing content does not affect them.

The data types affected by the remove content setting are not currently customizable. In other words, it cannot be set to delete audio but not transcripts, or recordings, but not voicemails. Currently, remove content means all content.

Remove Content & PI

Removes all personally identifiable information from all entries that associates the content with the user. This setting does everything that “Remove Content” does, and then goes a step further: it not only removes what was said, such as call recordings, transcripts, or messages that might have been generated, it removes personal information from “metadata” about the call. Specifically, it removes from the call history all data that is personally identifiable:

• External party name and number
• Call participant IDs
• Routing data
• All content (see “Remove Content” above)

Summary of Retention Policy Options Available

Keep in mind that, if there is more than one retention policy set on a given Dialpad user group (such as an Office, Department, Call Center, or Coaching Group), they must be set to the same period.

Remove a retention policy

Retention policies can be removed at any time. 

Navigate to your Admin Settings at Dialpad.com 

1. Navigate to ‘Office Settings’
2. Select ‘Retention Policy’ 
3. Select ‘Remove Retention Policy’

When removing a retention policy from a Call Center or Department there are two options:

1. To inherit the Office’s current retention policy (if a policy is applied at the Office level)
2. To remove all retention policies

When an office-wide policy is removed, it will also be removed from all entities within the office that are inheriting that policy. 

FAQS

Can a retention policy be set at the Company level?

No, not at this time. However, all subsequently created Offices start with the same policy that’s been applied to your Primary Office, so there is no need to manually apply an additional policy when creating new Offices.

I’m an office Admin, can I set a retention policy for my office?

No, only Company Admins are able to set retention policies. 

Are Agent screen recordings included in retention policies? 

No. Screen captures will be retained by default for one year and then deleted.