E-commerce

AI Chatbot and conversational history: how much should you keep and why?

AI Chatbot and conversational history: how much should you keep and why?

July 1, 2026

"Is this chat being recorded?" The bot replies "I don't know" or makes up "we don't keep anything". The customer opens a convrec_ ticket.

An e-commerce history retention AI chatbot replies from the retention register: duration, customer service purpose, who accesses it, how to request a copy or deletion, without legal improvisation.

This guide #900 covers intents bot_convrec_*, flow CONVRECBOT CHB-1 to CHB-8, and guardrails CONVREC-REGISTRY-GATE. Bot pair of the playbook CONVREC (#899). Usecase: retention transparency on the widget side.

Summary

Why should the bot explain retention?

Privacy questions in the middle of CS chat: without copy registry, the bot shifts or lies. CONVREC-REGISTRY-GATE and NO-FAKE-ZERO-STORAGE-BOT reduce convrec_ tickets #899 and complete session resumption #882 without confusing them with account toggles #850.

What the retention bot solves

  • Vague recording: client does not know if chat is stored

  • Opaque duration: how long it is kept

  • Internal access: who reads the history

  • Deletion copy: tier 1 routing or agent handoff

  • Fewer tickets: drop in convrec_is_recorded

DTC Retail Example

DTC mode, widget registry copy. convrec_bot_deflect +38%, convrec_bot_registry_compliance 97% in 5 weeks.

CONVRECBOT #900 vs CONVREC #899, CHATINT #881, RESUME #882 and PRIVPREFbot #850

Six historical privacy contents, six distinct roles.

Quick matrix

Pipeline: retention question widget → #900 tier 1 → handoff #899 if access delete DPO.

Which bot_convrec_* intents should be configured?

Eight retention intents mapped CONVREC-MAP #899.

Eight bot_convrec intents

  • bot_convrec_recording_answer: recording yes no purpose map

  • bot_convrec_retention_answer: retention period then action map

  • bot_convrec_access_answer: who can view history map

  • bot_convrec_consent_answer: prior information banner map

  • bot_convrec_copy_route: request copy agent handoff map

  • bot_convrec_delete_route: request erasure handoff map

  • bot_convrec_dpo_handoff: formal GDPR rights map

  • bot_convrec_feed_loop: consume LOG #899 registry map

Each privacy response logs registry_version intent convrec_* deflect_or_handoff.

How do I consume CONVREC-MAP #899?

The bot reads CONVREC-MAP #899 + registry fields: retention_days, recording_status, access_roles, consent_banner_copy, copy_request_sla, delete_conditions, convrec_feed_priority.

Historical Retention Guardrails

  • CONVREC-REGISTRY-GATE: responses only from sync registry

  • NO-FAKE-ZERO-STORAGE-BOT: do not promise zero if transcript is stored

  • RETENTION-COPY-BOT: purpose duration from registry, not improvised

  • COPY-ROUTE-BOT: copy_route handoff agent registry SLA

  • DELETE-ROUTE-BOT: delete_route if conditions are OK, otherwise agent

  • DPO-HANDOFF-BOT: formal rights never processed by bot alone

  • CONVREC-FEED-LOOP-BOT: LOG #899 enriches registry copy

  • CHATINT-REROUTE-BOT: session lost → #882 RESUME not convrec

CONVRECBOT-SUP policy in six rules

Six rules for historical transparency and accountability.

  1. CONVREC-REGISTRY-GATE : tier 1 from registry #899 only

  2. NO-FAKE-ZERO-STORAGE-BOT : honesty about actual transcript storage

  3. RETENTION-COPY-BOT : duration + purpose + post-retention action

  4. COPY-DELETE-ROUTE-BOT : deletion copy routed to agent if outside tier 1

  5. DPO-HANDOFF-BOT : immediate escalate_dpo for formal GDPR rights

  6. CONVREC-FEED-LOOP-BOT : each LOG #899 review registry within 48 hours

Flow CONVRECBOT CHB-1 to CHB-8

Eight-step flow: incoming question classify registry answer route log handoff.

  1. CHB-1 Ingest: message privacy retention recording

  2. CHB-2 Classify: convrec_* via CONVREC-MAP #899

  3. CHB-3 Registry gate: CONVREC-REGISTRY-GATE lookup copy

  4. CHB-4 Tier 1 answer: recording retention access consent

  5. CHB-5 Route action: copy_route delete_route dpo_handoff

  6. CHB-6 Chatint reroute: session lost → #882 no convrec

  7. CHB-7 Feed loop: LOG #899 adjusts registry widget

  8. CHB-8 Log: deflect registry_compliance handoff_rate

Example TPL-CONVRECBOT-RETENTION

“Our chat conversations are retained for {{retention_days}} days for support and quality. Then {{post_retention_action}}. Access: support team only.”

TPL-CONVRECBOT templates and touchpoints

Four short retention embed templates.

TPL-CONVRECBOT-RECORDING

[recording_copy map.] QA support purpose. CONVREC-REGISTRY-GATE.

TPL-CONVRECBOT-RETENTION

[retention_copy map.] Post-retention action duration. RETENTION-COPY-BOT.

TPL-CONVRECBOT-ACCESS

[access_copy map.] Support roles. No third-party marketing.

TPL-CONVRECBOT-COPY-ROUTE

[copy_route_copy map.] SLA agent handoff {{copy_request_sla}}. COPY-ROUTE-BOT.

Touchpoints

  • "Do you record?": recording_answer tier 1

  • "How long do you keep it?": retention_answer

  • "I want a copy": copy_route handoff #899

  • LOG CONVREC #899: feed_loop registry copy

Edge cases and reroutes

Five cases out of the standard flow.

Essential convrec_bot KPIs

Five CONVRECBOT steering metrics and correlation #899.

  • convrec_bot_deflect: retention questions resolved without a convrec_ ticket

  • convrec_bot_registry_compliance: % of answers aligned with registry

  • convrec_bot_tier1_resolution_rate: simple info without handoff

  • convrec_bot_copy_handoff_sla: copy_route delay to agent

  • convrec_bot_fake_zero_storage: fake zero storage answers target 0

Target: registry_compliance close to 100% and deflect rising after gate active.

CONVRECBOT Anti-patterns

Five common bot retention errors.

  1. Promising zero storage: NO-FAKE-ZERO-STORAGE if transcript exists

  2. Improvising duration: RETENTION-COPY from registry only

  3. Handling deletion alone: DELETE-ROUTE agent or DPO

  4. Confusing lost session: CHATINT-REROUTE #882 not convrec

  5. Ignoring feed #899: CONVREC-FEED-LOOP updates copy widget

CONVRECBOT with Qstomy

Qstomy on Shopify: retention registry sync #899, tier 1 templates widget, copy delete route handoff, consent banner, KPI convrec_bot dashboard.

Scenario: retail DTC, 7 tickets/month convrec privacy. Registry gate + tier 1 bot. convrec_bot_deflect +38%, convrec_ tickets -34% in 5 weeks.

Explore AI support and request a demo.

Checklist, FAQ and going further

CONVRECBOT Checklist (8 steps)

  1. Sync CONVREC-MAP #899: registry retention access consent SLA

  2. Policy CONVRECBOT-SUP: 6 rules REGISTRY-GATE NO-FAKE-ZERO

  3. 8 intents bot_convrec_*: flow CHB-1 to CHB-8

  4. 4 templates TPL-CONVRECBOT-*: RECORDING RETENTION ACCESS COPY-ROUTE

  5. Widget banner: consent_banner_copy aligned with registry

  6. copy_route handoff: conversation context to agent #899

  7. Recording Red team: recording_answer no improvisation test

  8. KPI Dashboard: convrec_bot_* section 9 + delta convrec_

FAQ

Difference #899?
#899 = agents copy deletion DPO. #900 = bot tier 1 info retention widget.

Does the bot clear history?
No, only DELETE-ROUTE handoff agent according to registry conditions.

Difference #882?
#882 = resume session UX. #900 = storage retention policy.

How long to typically keep?
retention_days registry #899. Current target 90 to 365 days depending on customer service purpose.

Going further

This week: sync registry #899, templates recording retention, copy_route handoff, measure convrec_bot_deflect.

Enzo

July 1, 2026

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