| Website and marketing data | IP address, browser metadata, pages viewed, referral data, form submissions, demo requests | Operate the website, respond to requests, measure demand, and improve site performance | Legitimate interests in operating, securing, and improving the website, plus consent for optional marketing or analytics where required | Up to 12 months unless a longer period is needed to resolve an inquiry |
| Workspace account data | Name, work email, passwordless or auth identifiers, organization, role, billing contact details | Create and secure accounts, administer subscriptions, and provide support | Performance of a contract for account administration and support, plus legitimate interests in securing the service and preventing abuse | For the subscription term and up to 12 months after closure, except billing records kept longer by law |
| Customer support content | Tickets, messages, attachments, internal notes, AI drafts, customer contact details, channel identifiers | Provide the support platform and AI-assisted or automated workflows requested by the customer | Processed on behalf of the customer under the customer contract and DPA | For the subscription term, then handled under the applicable return-or-deletion workflow. The current target is up to 30 days for primary-system return or deletion and up to 90 additional days for managed backup expiry |
| Knowledge content and retrieval data | Uploaded files, URLs, help center articles, workflow documents, indexed chunks, embeddings, search metadata | Power knowledge retrieval, AI responses, and customer-configured automation | Processed on behalf of the customer under the customer contract and DPA | For the subscription term, then handled under the applicable return-or-deletion workflow. The current target is up to 30 days for primary-system return or deletion and up to 90 additional days for managed backup expiry |
| Integrations and secrets | OAuth tokens, account aliases, mailbox metadata, routing configuration, connected channel identifiers | Enable customer-selected integrations and maintain, secure, or troubleshoot those connections | Performance of a contract for requested integrations, plus legitimate interests in securing and monitoring those connections | While connected, then scheduled for deletion or revocation after disconnect. The current target is within 30 days unless longer retention is required for security, audit, or legal reasons |
| Billing and compliance records | Invoices, plan details, payment metadata, tax records, service credit claims, contract history | Administer subscriptions, document commercial terms, and comply with legal obligations | Contractual necessity and legal obligation | Up to 7 years or longer where required by law |
| Security and audit data | Access logs, workflow execution logs, queue and error logs, audit trails for administrative actions | Protect the platform, investigate incidents, and demonstrate compliance | Legitimate interests and legal obligation where applicable | Typically 12 months, and longer when necessary for an active investigation, dispute, or legal hold |