Data retention in Cendaro is a launch-readiness and operations control: workspaces should define retention periods, Cendaro should review privacy records, and sensitive data should not be kept longer than needed.
Retention is a lifecycle control
Retention controls help Cendaro decide what information should be kept, reviewed, exported, deleted, or preserved for evidence. They do not mean every record disappears automatically the moment a period ends.
Some records may require review, signoff, or a durable report before deletion, especially when the record is tied to a privacy request, audit trail, billing record, incident, or legal obligation.
Data categories covered
- Lead records.
- Message history.
- Call recordings.
- Voicemail transcripts.
- AI events.
- Billing records.
- Privacy requests.
- Incident records.
- Audit logs.
- Legal acceptances.
Workspace retention periods
Launch readiness checks expect each workspace to have retention periods for key operational data. Missing retention periods should be treated as a review item before launch.
- Lead retention period.
- Message retention period.
- AI event retention period.
- Recording retention period.
- Transcript retention period.
Privacy request retention review
Privacy requests and destructive action reports may require retention review. Cendaro should keep enough evidence to show what was requested, how identity and scope were verified, what action was taken, and when the request was completed.
Deletion and exceptions
- Deletion may be delayed when information is needed for security, fraud prevention, billing, dispute handling, legal obligations, or audit evidence.
- Audit logs and legal acceptances may need different retention handling than ordinary lead notes or message drafts.
- Do not remove privacy request evidence without a reviewed retention policy and signoff path.
Workspace owner responsibilities
- Avoid adding unnecessary sensitive information to leads, messages, notes, support requests, or audit comments.
- Use privacy request verification before disclosing, exporting, correcting, or deleting personal information.
- Review retention needs with qualified counsel before launch, especially for Québec/Canada commercial use.
Was this article helpful?
Your answer helps Cendaro improve launch documentation.