Setting up deletion schedules for ticket and bot conversations in Zendesk

Setting up deletion schedules for ticket and bot conversations in Zendesk

This article dives into Zendesk Deletion Schedules for tickets and bot conversations. It shows what's possible, how to setup the schedules and explains certain limitations.

Since last year you've been able to setup deletion rules in Zendesk. These rules allow you to define one or more rule sets which look at your tickets and delete applicable tickets from your instance.

This kind of deletion is useful for a manner of reasons. One reason could be to keep the data usage of your Zendesk under control. By structurally deleting tickets after a certain time you can keep the amount of tickets – and thus your data – storage under control.

Managing Storage Limits in Zendesk
This article gives insights in how to manage your data usage limits in Zendesk, how to bulk delete specific tickets and how to remove attachments to keep your data usage under the allowed limits and reduce the risk of paying more!

Another reason might be privacy and security. The less data you own of your customers, the smaller the attack surface for potential data leaks. Since privacy regulations like GDPR advice for data minimalization and only keeping data that is relevant for your business, setting up rules that delete tickets older than a specific age is an easy way to keep the personal data you store under control.

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Zendesk has a few other tricks for data minimalization up its sleeve. You can manually redact ticket content, or use ADPP to automatically detect (and redact) PII.
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My thanks to babelforce for sponsoring this month's Internal Note