Plan access and data collection around your support needs.
- Collect only necessary details in pre-chat and ticket forms.
- Assign agents to the workspaces and groups they need.
- Review transcript forwarding and scheduled report recipients.
- Keep internal Knowledge Hub sources internal; review every public article before publishing.
- When receiving a data-access or deletion request, verify the requester and ask your workspace administrator to review the relevant records and connected systems.
¶ Check the result and solve problems
Deleting a view, disconnecting a channel or hiding an article should not be treated as deletion of all customer data. This guide does not promise a retention period or a universal deletion button. Confirm the applicable process with your organization before replying to a customer.
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