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Chat Data Retention

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Chat data retention is the account-wide setting that decides how long Treasure AI Studio keeps a conversation before deleting it automatically. Conversations accumulate the customer data an agent retrieved along the way, so the retention period is how you bound that exposure to your organization's data policy. The setting applies to every user in the organization at once, and the shortest period that still lets people work is the right one to choose.

Objective

Set the chat retention period for your organization, and understand exactly which data the period governs.

Prerequisites

  • Signed in to Treasure AI Studio (Getting Started)
  • The account administrator role

Set the Chat Retention Period

  1. Click your account name in the bottom-left of Treasure AI Studio to open Settings.
  2. In the left navigation, under Organization, click Data Retention.
  3. Under Chat retention period, select a period. The choice saves immediately and applies to every user in the organization.
Value Description
14 daysDeletes chats 14 days after creation
28 days (default)Deletes chats 28 days after creation
60 daysDeletes chats 60 days after creation
The Data Retention page in Treasure AI Studio settings, showing Chat retention period options of 14 days, 28 days, and 60 days with 28 days selected
Expiry is permanent and applies to everyone

Chats older than the selected period are deleted permanently and cannot be recovered. Shortening the period takes effect on the next cleanup run, so conversations that are already older than the new period are deleted soon after you save — including other users' conversations.

The clock starts at creation, not at the last message

The retention period is measured from the date the chat was created. A long-running conversation you are still adding to expires 28 days after it started, not 28 days after your last message. Move anything you need to keep into a work folder file, where the retention period does not apply.

What the Retention Period Covers

The period governs every chat, in a work folder or not. What differs is the files: files in a work folder are exempt and outlive the chat, while a standalone chat's files go with it.

Data Lifecycle
A chat in a work folder, and its messagesDeleted automatically once the retention period elapses, and a user can delete it at any time. Its files are not deleted with it — see the next row.
Files in a work folderExempt from the retention period. They belong to the folder rather than to a chat — including files you attached from a chat inside that folder — so they outlive the chats that created them. They go only when someone deletes the file, or deletes the whole folder, which also removes the chats inside it. See File Retention & Deletion.
A standalone chat, and its filesDeleted together, on expiry and on manual deletion alike. A chat with no work folder keeps its files to itself, so nothing of it survives. These are the chats Studio marks Legacy — see Chats Without a Work Folder.
Network audit recordsGoverned separately, on a rolling window of roughly four weeks that this setting does not change. See Network Audit Log.
Expiring a chat does not remove data the agent wrote to a folder

Whether a file disappears with its chat is not a property of the file — it depends on whether that chat sits inside a work folder. A chat outside any folder takes its files with it, while a chat inside a folder leaves everything behind there: query results, exports, and attachments alike. If retrieved customer data has to be removed, delete those work folder files as well; waiting for the chat to expire is not enough.

How Deletion Actually Happens

Deletion runs in two stages, which is why "deleted" is immediate for you and near-immediate underneath.

  1. The chat is removed. When a user deletes a chat, or when a chat passes the retention period, it disappears from Treasure AI Studio right away and cannot be restored by the user or by an administrator. There is no trash or undo.
  2. The stored data is erased. A scheduled cleanup process then permanently destroys the conversation record and its files in storage. A short cooldown separates the two stages so that in-flight streaming sessions end cleanly first.

The practical consequence: a deleted chat is unrecoverable from the moment it disappears, and its underlying storage is erased shortly afterward rather than in the same instant.

Account Offboarding

When your account is offboarded, all associated Treasure AI Studio data is purged regardless of the retention period — every chat, every file whether uploaded or agent-generated, and every work folder configuration.

Verification

  • Settings → Organization → Data Retention shows the period you selected
  • A chat older than the selected period is no longer listed after the next cleanup run
  • Files you need to keep past the period are stored in a work folder, not in a chat alone

Troubleshooting

Issue Solution
You cannot find Data Retention in SettingsThe page is visible only to account administrators. Confirm your role with your organization administrator.
A chat you expected to expire is still listedExpiry runs on a schedule rather than at the exact moment the period elapses. Allow for the next cleanup run.
Files remain after the chat that created them expiredThe files are in a work folder and are exempt from the retention period. Delete them from the work folder directly.
You need chat history kept longer than 60 days60 days is the maximum period. Export or move the content you need into a work folder file, which retention does not delete.

Next Steps