Deployment review
Keep only what the workflow requires.
Conversation, transcript, workflow-trace and integration data need explicit retention and deletion rules.
What the review covers
Inspectable deployment requirements.
Retention is scoped per deployment. Standard self-service retention controls remain part of the product maturity roadmap.
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Retention schedule by data typeDocumented with the customer during the relevant review stage.
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Customer and operator access requirementsDocumented with the customer during the relevant review stage.
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Deletion workflow and ownershipDocumented with the customer during the relevant review stage.
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Backup and exception handlingDocumented with the customer during the relevant review stage.
Inspect the current state
Bring this requirement into your pilot review.
Request the available documentation, identify gaps and agree ownership before production deployment.