Overview
Control how long chats are stored, auto‑mask PII, and export contact bundles for privacy requests.
Problem
Unbounded transcript storage increases risk and complicates compliance.
Solution
Workspace policies define retention and DLP rules; Chronicle supports signed DSAR exports.
How it works
Choose workspace defaults and overrides per queue, enable masking for PAN/SSN/email/phone, and export bundles with checksums for audits.
Who is this for
Compliance Officer
Workspace Admin
Expected outcomes
- Lower data exposure
- Faster audit & DSAR response
Key metrics
Average transcript age kept
Baseline
1095 days
Target
365 days
DSAR response time
Baseline
24 hours
Target
2 hours
Gallery
Downloads & templates
Case studies
HealthTech tightens transcript exposure
Masking & retention reduced sensitive data dwell time by 70%.
Healthcare Mid-market NA
Security impact
- Transcripts & attachments · PII: may contain PII; masked per policy
Compliance
- GDPR (Art. 5, 12–23)
- CCPA/CPRA
- SOC2
Availability & next steps
Business
Enterprise