Find the information for the agent you use
Open Account in the agent’s website widget, then select Data & Privacy when available. This belongs to the visitor experience, separate from the creator’s workspace settings. If you are already viewing Data & Privacy, check the collection and creator-sharing information. Conversation Retention shows the displayed history state. Account may also offer Help & Support, About This Agent and Terms & Privacy where configured. Use these to identify the responsible creator and find the applicable policies or help contact. Read this information before sending personal material. For example, you may be able to ask a policy question without supplying a customer’s name, account number or full document. Send the information needed for the task.History, uploaded files and data requests are different
Change future message saving
A connected guest can change Conversation history as well as a signed-in visitor. Wait for the chat session to connect before using the control.- Return to Account.
- Find Conversation history.
- Wait for the control to become available.
- Turn it off to stop future messages being saved to history, or on to save chats for later.
- Wait for the update to finish.
- Reopen Data & Privacy.
- Check Conversation Retention for the updated state.