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  • When data is purged, the action is permanent and cannot be done

  • Currently there is no “exception” function that would retain data only. E.g. you cannot keep data from one Q while purging from all others with a global job

Enabling

The Data Management tool is enabled in the UI for all organizations. Because this tool can be used for permanent deletion of customer data, we’ve chosen to initially disable the delete function on the backend until a customer is comfortable with the tool. During the initial phase and customer can configure jobs, and they will “run” nightly, however no data will be deleted by default. Once comfortable, a customer can request a feature flag be toggled, which will then make the nightly jobs active, and data will be permanently deleted.

Use Cases, Exceptions, scenarios

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There are two current job types that can be configured:

  • Global - Deletes ALL data types listed above in “General Info” for the ENTIRE org, for the retention period defined

  • Q - Allows customers to target data sets by modifying

    • 1 or more Q’s the purge job will apply to

    • Choosing either “all” data or only “desktop recordings” as the data type

    • defining the data retention period from 1-5000 days

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Agent Desktop Recording - Desktop Recording always bills for storage, please see THIS ARTICLE for more information. The data mgmt tool is how a customer can control their monthly storage/costs related to Desktop Recordings, as they can be purged separate from all other data, with Q level jobs.

Enabling

The Data Management tool is enabled in the UI for all organizations. Because this tool can be used for permanent deletion of customer data, we’ve chosen to initially disable the delete function on the backend until a customer is comfortable with the tool. During the initial phase and customer can configure jobs, and they will “run” nightly, however no data will be deleted by default. Once comfortable, a customer can request a feature flag be toggled, which will then make the nightly jobs active, and data will be permanently deleted.

Insights Reporting

Purging data WILL AFFECT Insights reporting.

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