Team Compliance Module Overview

In the Compliance module of the Kore.ai Team Admin Console, you can enable and then customize team message retention policies, configure eDiscovery searches, and place a team member account on litigation hold. After retention is defined, you can provide access to eDiscovery search results to selected team members as well as external users that can post messages in a team room.

About Data Retention

By default, there is no data retention defined for your team. The only restriction for data retention is storage size. For example, data retention is indefinite for a team with a 50 GB storage limit until the storage limit is reached. The oldest stored data is automatically deleted when any new messages are added after the storage limit is reached, unless data retention is enabled.

Kore.ai Messenger messages are not retained after a user deletes the message. Unless you enable retention, all content deleted by your team members is removed from Kore.ai servers permanently within 30 days. After removal from the Kore.ai servers, messages cannot be recovered.

To maintain system performance and manage storage size, you can define a default retention policy that applies to your team. In addition, you can create custom data retention polices that apply only to specific teams. For more information, see Managing Team Retention Policy.

About eDiscovery

As a Team Admin, you may be required to identify data in your team for civil or government investigations. Using Kore.ai eDiscovery, you can search for data about a specific team or team member, within a specific period of time, and define the subject or keywords to search for. After the search is complete, you can then define if and how the data should be retained and who has access to that data, including users outside of your domain. For more information, see Managing eDiscovery for Teams.

The following illustration is an example of the team Compliance module with the Retention page displayed, where message retention is disabled by default:

In This Module

The team Compliance module is comprised of the following pages:

  • Retention Page

    On the Retention page in the Compliance module, in the Kore.ai Team Admin Console, you can define retention policies for direct messages exchanged between team members, for room messages and comments, and for bots. By default, message retention is disabled. This topic describes how to enable message retention, modify the default retention period, and if desired, define and manage custom message retention policies for specific team members, rooms, and bots.

  • eDiscovery Page

    On the eDiscovery page of the Compliance module, in the Kore.ai Team Admin Console, you can define and manage eDiscovery searches. You can define an eDiscovery search that provides a relevant list of team members and room messages for review, usually by civil or government investigations. After you define the eDiscovery search, you can enable other users to review the results of that search, for example, an attorney with read-only access for litigation review.

Next Steps

To get started with compliance in your team, you should enable message retention. For more information, see Managing Team Retention Policy.

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