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Data Retention is an Enterprise feature that must be enabled by the Relevance AI team. If you have an Enterprise subscription and would like to use this feature, please contact your sales representative or reach out to support.You will not be able to access this feature if you are not on an Enterprise subscription.
Data Retention is an Enterprise feature that allows organizations to automatically manage the lifecycle of sensitive data stored in Relevance AI. By configuring retention policies, you can ensure that data is automatically deleted after a specified period, supporting compliance requirements, security best practices, and storage optimization. This feature gives organization admins control over how long different types of data—including tool runs, agent conversations, workforce tasks, and asset versions—are retained before being permanently deleted.
Data Retention configuration interface showing enable toggle and retention period settings

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Why Use Data Retention?

Compliance & Governance

Meet regulatory requirements for data retention limits (GDPR, industry-specific regulations) and demonstrate compliance with data minimization principles

Security & Risk Management

Reduce your organization’s data exposure by automatically removing old, potentially sensitive information that’s no longer needed

Storage Optimization

Manage storage costs and platform performance by automatically cleaning up historical data that’s no longer actively used

Operational Control

Establish consistent data lifecycle policies across your entire organization without manual intervention

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What Data Is Covered?

Data Retention policies apply to four main categories of data in Relevance AI. Each category has specific conditions that determine when data is eligible for deletion.
What’s included:
  • Individual tool execution records
  • Sync items from integrated data sources
  • Input and output data from tool runs
Deletion condition:
  • The run or sync item is older than your configured retention period
Example: If you set a 90-day retention period, any tool run older than 90 days will be automatically deleted.
What’s included:
  • Complete conversation threads with agents
  • All messages within conversations
  • Conversation metadata and context
Deletion conditions (ALL must be met):
  • The conversation is older than the retention period
  • All messages in the conversation are older than the retention period
Example: A conversation started 100 days ago with a message added 50 days ago will NOT be deleted if your retention period is 90 days. The conversation is only deleted when both the conversation AND all its messages exceed the retention period.
What’s included:
  • Workforce task records
  • All conversations within workforce tasks
  • Task execution history and outputs
Deletion conditions (ALL must be met):
  • The workforce task is older than the retention period
  • All conversations in the workforce task are older than the retention period (following the conversation conditions above)
Example: A workforce task from 100 days ago with an associated conversation that has a recent message will NOT be deleted until both the task and all its conversations (including all messages) exceed the retention period.
What’s included:
  • Historical versions of agents
  • Historical versions of tools
  • Historical versions of workforces
Deletion conditions (ALL must be met):
  • The version is older than the retention period
  • The version is NOT currently the active version
  • The version is NOT currently the draft version
Protection: Your current active and draft versions are always protected from deletion, regardless of age. Only old, inactive versions are eligible for deletion.Example: If you have 10 versions of an agent and the retention period is 60 days, only versions older than 60 days that are neither active nor draft will be deleted. Your current working versions remain safe.
What’s not covered: Data Retention policies do not affect knowledge bases, integrations, API keys, or organization/project settings. These remain under your manual control.

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How to Configure Data Retention

To configure Data Retention, you must have an Enterprise subscription, the feature must be enabled by Relevance AI, and you must be an organization admin or owner.

Request Feature Enablement

Contact the Relevance AI team to enable Data Retention for your organization. This is not a self-serve feature and must be activated by our team.Reach out to your sales representative or contact support to request enablement.

Navigate to Data Management

Once enabled, click “Settings” in the sidebar, then select “Manage organization” to access organization-level settings.Navigate to the “Data management” section where you’ll find Data Retention controls.

Create Configuration

Click “Create configuration” to set up your organization’s data retention policy.This opens the configuration interface where you can define your retention settings.

Enable and Set Retention Period

Toggle the “Enable” slider to activate data retention for your organization.Set your desired retention period in days. This determines how long data is kept before being automatically deleted.Common retention periods:
  • 30 days - Short-term retention for highly sensitive data
  • 90 days - Standard retention for most use cases
  • 180 days - Extended retention for compliance requirements
  • 365 days - Annual retention for long-term records

Save Configuration

Click “Save” to apply your data retention policy.The policy takes effect immediately and will begin automatically deleting data that exceeds the retention period.
Data deletion is permanent and cannot be undone. Once data is deleted through retention policies, it cannot be recovered. Ensure your retention period aligns with your organization’s compliance, legal, and operational requirements before enabling this feature.

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Use Cases & Compliance Considerations

  • Compliance Requirements
  • Security Best Practices
  • Operational Efficiency
  • Planning Your Policy

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Meeting Regulatory Standards

Data Retention helps organizations comply with various regulatory frameworks that mandate data retention limits:GDPR (General Data Protection Regulation)
  • Supports data minimization principles
  • Ensures personal data isn’t kept longer than necessary
  • Demonstrates compliance with storage limitation requirements
Industry-Specific Regulations
  • Financial services: SOX, PCI-DSS compliance
  • Legal: eDiscovery and litigation hold considerations
  • Government: FISMA and agency-specific requirements
Consult with your legal and compliance teams to determine the appropriate retention period for your organization’s specific regulatory requirements.

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Important Considerations

Once data is deleted through retention policies, it cannot be recovered. There is no “recycle bin” or backup of deleted data.Before enabling Data Retention:
  • Review your organization’s data retention requirements
  • Consult with legal, compliance, and security teams
  • Consider exporting critical data for long-term archival
  • Test with a longer retention period initially
Data Retention policies apply to your entire organization, not individual projects or teams.All projects within your organization will follow the same retention period. If different teams have different requirements, you’ll need to coordinate on a retention period that satisfies all stakeholders.
Your current active and draft versions of agents, tools, and workforces are always protected from deletion, regardless of age.Only old, inactive versions that exceed the retention period are eligible for deletion. This ensures your production assets remain safe while cleaning up historical versions.
The system does not send notifications before deleting data. Deletion happens automatically based on your configured retention period.Ensure your teams understand the retention policy and plan accordingly for any data they need to preserve long-term.
If you need to preserve specific data beyond the retention period, export it before it’s deleted.Use Relevance AI’s export features to download conversation logs, tool run results, or other data you need to retain for longer periods.
Consider your audit and compliance requirements when setting retention periods. Some regulations require specific retention periods for audit trails.If you use S3 Event Streaming, those audit logs are stored in your own S3 bucket and are not affected by Data Retention policies in Relevance AI.

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Frequently asked questions

No. Data Retention is available exclusively for Enterprise subscriptions. Additionally, the feature must be enabled by the Relevance AI team—it’s not automatically available even for Enterprise customers.
No. Data Retention policies are set at the organization level and apply uniformly across all projects within your organization. All teams must follow the same retention period.
When you first enable Data Retention, any existing data that already exceeds your configured retention period will be deleted according to the deletion conditions for each data type. This cleanup happens automatically after you save your configuration.
No. Data deletion through retention policies is permanent and cannot be undone. There is no backup or recovery mechanism for deleted data. Export any data you need to preserve before it’s deleted.
No. Data Retention policies do not affect knowledge bases. Knowledge data remains under your manual control and must be deleted explicitly if needed.
No. Your current active and draft versions of agents, tools, and workforces are always protected from deletion, regardless of age. Only old, inactive versions are eligible for deletion.
Data is deleted based on the conditions outlined in the “What Data Is Covered?” section above. Review those conditions carefully to understand what data is eligible for deletion based on your retention period.
Yes. You can toggle the “Enable” slider off at any time to pause automatic data deletion. Your retention period configuration is saved, so you can re-enable it later without reconfiguring.
No. If you use S3 Event Streaming, audit logs and events stored in your own S3 bucket are not affected by Data Retention policies in Relevance AI. You control the lifecycle of data in your own S3 bucket.
Only organization admins and owners can configure Data Retention settings. Members, viewers, and other roles cannot access or modify these settings.

S3 Event Streaming

Stream audit logs and compliance data to your own S3 bucket for long-term retention

Role-Based Access Controls

Control who can access and manage data with granular permissions

Analytics

Monitor usage patterns to inform your retention policy decisions

Integration Controls

Govern which integrations can access your organization’s data
Need help? Enterprise customers have access to dedicated support channels. Contact your sales representative or reach out to our support team for assistance with Data Retention configuration.