Workflow: Create a delete interactions (GDPR) rule

Create a delete interactions GDPR rule to permanently delete interactions for employees and customers that request to have their data deleted.

Define the attributes, settings, and conditions used to identify interactions for the employee or customer, and optionally set the export parameters to export the interactions to an FTP site before they are permanently deleted.

Before you begin 

To create Delete Interactions rules, you must be assigned the Create Delete Interactions Rules privilege.

Workflow 

1. Set the attributes for a GDPR interaction deletion rule

   Set the rule's name, description, and priority.

2. Define settings for a GDPR interaction deletion rule

   Add the Delete Interactions action to the rule and, optionally, set export parameters to export interactions to a secure FTP site before deletion.

3. Define conditions for a GDPR interaction deletion rule

   Define conditions to filter the rule for a specific customer's or employee's interactions (for example, ANI or a custom data field).

4. Review interactions before GDPR deletion

   Before executing the rule, review the list of matching interactions and decide which ones to include in the rule. Drill down to an interaction to play back its recordings, review its metadata, or view its chat or transcriptions.

Related topics 

Delete interactions for GDPR rules

Workflow: Create a delete interactions using a recycle bin rule