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Direct & Huddles — DMs, One-Click Audio/Video & Screenshare | Velaxe

Direct & Huddles

Set retention and redaction for DMs and Huddles

Define message retention, recording lifetimes, and transcript PII redaction.

14 min Intermediate Admins, Compliance Updated Jun 17, 2025
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Overview

Define message retention, recording lifetimes, and transcript PII redaction.

Prerequisites

None.

Permissions required

governance:manage privacy:manage

Steps (3)

Estimated: 14 min
  1. 1

    Configure DM retention

    Admin 5 min Back to top

    Settings → Governance → **Retention** → Direct messages. Choose durations and legal hold behavior.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Set recording retention & region pinning

    Admin 5 min Back to top

    Settings → Huddles → Recording. Select retention window and pin storage/processing regions.

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Enable transcript redaction

    Compliance 4 min Back to top

    Turn on PII/PCI redaction for transcripts; choose strictness and allowlist fields.

    Tips

    —

    Validation

    —

    Success criteria

    • New transcripts show masked PII according to policy.

About this guide

Direct & Huddles powers fast private collaboration. Start 1:1 or small-group DMs, then elevate to an instant Huddle with audio/video and multi-screen share. Capture live notes in a thread, share files via File-Vault, and create tasks or tickets in a tap.

With VoiceLink WebRTC and optional PSTN dial-in, Huddles are reliable anywhere. Recording and transcripts (opt-in) are encrypted and governed by workspace retention. Chronicle logs the who/when/what, while FlowForge automates recaps and ActionDesk follow-ups.

Presence, typing, reactions, and read receipts keep teams aligned—and InsightLake surfaces responsiveness, call quality, and outcomes.