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Chronicle — Timeline Core for 360° Activity Streams | Velaxe

Chronicle

Set retention, redaction & legal hold

Configure data retention windows, PII redaction, and place legal holds on subjects.

20 min Intermediate Compliance Officer, Security Updated Aug 2, 2025
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Overview

Configure data retention windows, PII redaction, and place legal holds on subjects.

Prerequisites

None.

Permissions required

privacy:configure timeline:hold

Downloads & Templates

Sample retention policy JSON

Spec

Steps (3)

Estimated: 20 min
  1. 1

    Define retention windows

    Compliance 6 min Back to top

    Settings → Chronicle → Retention. Set defaults (e.g., 13 months) and overrides per channel.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Enable PII redaction

    Security 6 min Back to top

    Toggle automatic redaction for common PII. Choose roles allowed to unmask with reason.

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Apply legal hold

    Compliance 5 min Back to top

    Open a subject → Actions → **Place legal hold**. Pick scope and notes.

    Tips

    —

    Validation

    —

    Success criteria

    • Hold prevents purge; audit shows actor, scope, and reason.

About this guide

Chronicle unifies interaction history across your workspace into a single, filterable timeline. See emails, chats, calls, ticket updates, tasks, files, and payment events side-by-side with workflow breadcrumbs. Use fast search and saved filters to find exactly what changed, when, and why. AI summarizes recent activity into crisp bullets so agents and managers get up to speed instantly.

Chronicle ingests from Velaxe apps (Agent Desk, LiveConnect, PulseGate, VoiceLink, ActionDesk, PayStream, SecureStore, FlowForge) and select external systems (email, meetings, CRM, ticketing). Data is normalized and retained per policy with RBAC, redaction, and audit logs.

Pin pivotal moments, compare subject timelines, export scoped views, and open linked items in their source apps—all from the same pane.