For the complete documentation index, see llms.txt. This page is also available as Markdown.

Retention & Purge

Automatically manage the lifecycle of conversations in your workspace — keeping inboxes clean and supporting your data retention requirements.

Note: This feature is available to workspace admins only. To access Retention & Purge, go to Workspace Settings → Purge.


How it works

Every conversation follows a predictable lifecycle:

Active → Rule matches (or moved to Deleted folder) → Purge queue → Grace period (30 days) → Permanently deleted

Exception: Bot chats are deleted immediately after the retention period ends, with no grace period.

At any point during the grace period, an admin can cancel or exempt a conversation from deletion via Upcoming Purges.

Key concepts

Term
Definition

Retention period

How long a conversation can remain unmodified before being queued for deletion. The clock starts from the last modified date, not the date the conversation was created.

Grace period

Time between being queued and permanently deleted (workspace default: 30 days)

Purge queue

List of conversations scheduled for deletion

Exemption

Permanent protection from deletion — overrides all rules

What admins can control

  • Define retention rules for Shared Inboxes and Bot Chats

  • Review and cancel upcoming deletions before the grace period ends

  • Exempt individual conversations from ever being deleted

  • Enable auto-purge for conversations moved to the Deleted folder

Getting started

  1. Enable purging in Workspace Settings → Purge

  2. Create a rule — set the scope and retention period

  3. Review upcoming deletions regularly in Upcoming Purges

Start conservative — longer retention periods give you more time to catch mistakes.

Last updated