Review interactions before GDPR deletion

After you set the Delete Interactions rule's attributes, action, and conditions, Project Rules Manager retrieves matching interactions and displays them in a grid for review.

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.

Procedure 

  1. In the grid, click an interaction's Start Date to review the interaction and decide whether it should be deleted.

    The interaction opens in a separate Interaction Review window, where you can review the interaction's details and play back the interaction.

  2. To include an interaction in the rule, in the grid, select the interaction's check box.

  3. When you have finished reviewing the interactions, and have selected the interactions that should be deleted, click Create Rule.

    Project Rules Manager immediately starts deleting the selected interactions.

    • In the Project Rules Manager grid, the rule's status displays In Progress.

    • When the rule is completed, the status displays Completed. An email notification is sent to you with the number of interactions that were deleted, and the number of failed deletions.

If a Delete Interactions rule displays status Completed, the selected interactions are added to the database's purger queue. Interactions are still searchable until the purger's nightly run, when they are deleted permanently.

Workflow: Create a delete interactions (GDPR) rule