Team and organization
Conversation retention
Conversation retention controls how long completed chat content and visitor-supplied fields remain searchable before Stand clears them.
- Availability
- Base uses 90-day retention. Pro and Business owners can choose 90, 180, 365, 1,095, or 1,825 days
- Configured in
- Dashboard → Team → Privacy & retention → Chat retention
- Category
- Team and organization
- Reference status
- Current
Before you begin
Plan availability: Base uses 90-day retention. Pro and Business owners can choose 90, 180, 365, 1,095, or 1,825 days.
Prerequisite: Organization-owner access; periods longer than 90 days require an eligible paid plan.
Key boundary: Expiration is permanent for the searchable Stand record. It does not delete copies previously exported or retained in customer-controlled tools.
What retention controls
Stand measures retention from the time a conversation closes. Scheduled cleanup clears expired message bodies, captured contact details, page-known visitor identity, and the stored follow-up reason. Structural session records and accounting data remain so activity totals do not disappear with the transcript.
The default is 90 days. The dashboard offers fixed retention presets rather than an arbitrary number of days, and periods longer than 90 days are plan-gated.
Plan boundaries
| Plan | Selectable retention |
|---|---|
| Base | 90 days (default). |
| Pro | 90, 180, 365, 1,095, or 1,825 days. |
| Business | 90, 180, 365, 1,095, or 1,825 days. |
Change the period
- Open Team as the owner and edit Privacy & retention.
- Choose one of the retention periods available for the organization’s plan.
- Saving an increase beyond 90 days opens a confirmation explaining the additional privacy responsibility.
- Confirm and save, then review the summary showing the active number of days.
- Choose the shortest available period that meets the organization’s actual operational need.
Effects on Stand data
- History may retain a structural conversation record after cleanup, but its cleared message bodies and contact fields are no longer available.
- Digest evidence and AI analysis depend on source conversations still available for the covered period.
- Exports made before expiration remain outside Stand until the customer deletes them.
- Shortening the period can make existing older conversations eligible for the next cleanup. Increasing it protects still-retained content for longer, but cannot restore content already cleared under a shorter policy.
Boundaries and downgrade behavior
- Only owners can change retention.
- The dashboard does not offer a custom retention period outside the listed presets.
- A non-entitled organization cannot save more than 90 days; the effective service value is bounded by plan access.
- Retention applies to chat content, not necessarily every operational, billing, security, or legally required record.
- Residual backup copies can follow Stand’s ordinary backup lifecycle rather than disappearing at the exact searchable-retention instant.