Delete conversations using Workflows

Conversations that should not have been recorded can be deleted from the system by applying a label to required conversations and creating an approval request to delete all conversations with the specified label applied.

Before you begin:

• Ensure that a workflow is configured and one or more users are specified to be able to approve requests.

• Select a label and apply it to all conversations that are requested to be deleted.

Procedure:

1. Under Workflows, select Request Deletion.

2. On the Authorization Request screen, configure the required parameters for the deletion request:

   1. Enter a Reason.

   2. Select a group to which the request is related.

   3. Select the label applied to the conversations that are requested to be deleted.

3. Click Save.

After the deletion request is saved, the users specified in the workflow are able to approve the request. These users can view which conversations are marked for deletion directly from the request approval page, by selecting List Conversations.

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Viewing deleted conversations in the Trash

Users with the Access Trash privilege can view or restore conversations that are placed in the Trash.

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To view these conversations, select Show Trash Conversations Too under the Advanced Search Options on the Conversation Search screen.

To restore conversations from the Trash, click the Restore button in the conversation list.

Conversations are permanently deleted from the trash after the time period specified by the Delete From Trash After (hours) parameter of the Server configuration profile under Storage Management>Data Retention.