Overview
Control lifecycle of ticket data and block risky sends.
Problem
Tickets accumulate PII and regulated data without consistent lifecycle or send-time controls.
Solution
Agent Desk enforces per-channel retention, legal holds, and DLP patterns that can block or warn on outbound messages.
How it works
Configure policies and patterns (e.g., PAN, SSN). Audit logs capture all actions; SecureStore handles signed links for files.
Who is this for
Compliance Officer
Security
Admin
Expected outcomes
- Lower compliance risk on customer messaging
- Clear data lifecycle with legal hold when needed
Key metrics
DLP block events
Baseline
0 count/mo
Target
20 count/mo
Tickets past retention window
Baseline
12 %
Target
1 %
Gallery
Downloads & templates
Case studies
HealthInsure meets regional policies
Per-channel retention & holds simplified audits.
Insurance Enterprise NA
Security impact
- Ticket bodies, attachments, policy decisions · PII: yes
Compliance
- GDPR (retention & DSRs)
- SOC2 (security & confidentiality)
Availability & next steps
Pro
Enterprise