What we keep, and for how long

The agent’s working notes are useful for checking its work and risky to keep forever. Here is how we balance the two.

The Serene Resolve team · 1 min read

Every step the agent takes is recorded, so you can check its work. Those records can contain personal details, so they are not kept forever.

  • First 90 days. Kept in full, for looking into complaints.
  • From 90 days to 1 year. Personal details are replaced with labels like [email]. The outline of what the agent did stays.
  • After 1 year. The detail is deleted. Only totals remain.

Original emails are deleted after a year, and attachments a year after the ticket is closed.

You choose, within limits

These are starting settings. You can shorten any of them, and lengthen them up to two years, but no further. Every change is recorded.

One person’s data can be exported or deleted on request.