Set how long Tuner keeps call data and what gets erased when a call expires, so old call data is removed automatically across every agent in your workspace.
Data retention is always on and set at the workspace level, so every agent inherits it. The periods and erasure options you can pick from depend on your plan. See Plan availability.
Data retention is how long Tuner keeps the data from a call before deleting it. Every call leaves data behind: the transcript, the recording, the caller’s phone number, and the analysis Tuner generated from them.If you work in a regulated industry such as healthcare, finance, or legal, you often cannot keep that data indefinitely. A retention policy puts a fixed expiry date on it. Tuner always applies one, and within the limits of your plan you choose how long call data lives and what gets erased when it expires.
A policy has two parts. The retention period sets how long a call is kept after it happens. The erasure scope sets which parts of the call record are deleted once that period is up.Every workspace has a policy in effect. You cannot switch retention off, so call data always has an expiry date unless your plan includes an option to keep it indefinitely. What you can change is the length of the period and how much of the call is erased, and your plan sets the limits on both.Calls that pass their retention period are erased automatically, according to the scope in effect. Erasure is permanent. Deleted data cannot be recovered, and it is not restored if you later extend the period.
The retention period is a clock that starts when the call ends. Tuner offers 7 days, 14 days, 30 days, 90 days, 6 months, and 1 year, plus Never (keep indefinitely), which turns auto-deletion off and keeps call data until you remove it yourself. Never is available on the Enterprise plan only.Pick the shortest period that still covers how your team works: long enough that you can review and report on calls, short enough to satisfy your compliance policy.The periods you can choose from depend on your plan. See Plan availability.
The erasure scope controls how much of the call is removed when it expires. All three scopes delete the transcript. They differ in how much of the surrounding data survives.
Scope
What is removed
What is kept
Transcript & recording
The call transcript and the recording link.
Phone number, extracted field values, analysis results, and eval scores.
Transcript, recording & caller data (Recommended)
Everything above, plus the caller’s phone number, extracted field values, and AI-generated evidence notes.
Outcomes, intent labels, and eval scores.
Full call record
The entire call record.
Nothing.
The middle scope is the one the product marks as recommended. It removes the verbatim and caller-identifying content while keeping the outcome labels, intent labels, eval scores, usage metadata, and cost data, so reporting on expired calls still works.
Your plan sets both the retention periods and the erasure scopes you can choose from.
Plan
Retention periods
What to erase
Pay-as-you-go
30 days
Full call record
Builder
30 or 90 days
Any of the three
Growth
7 days to 1 year
Any of the three
Enterprise
7 days to 1 year, or Never
Any of the three
On Pay-as-you-go there is nothing to configure. Calls are kept for 30 days, then the full call record is erased.On Builder you can set the period to 30 or 90 days and pick any of the three erasure scopes.On Growth you can set any period from 7 days to 1 year, again with any of the three erasure scopes.Enterprise also includes Never (keep indefinitely), the one option that leaves call data in place instead of erasing it.
No. Every workspace has a retention policy in effect, so call data always has an expiry date. On Pay-as-you-go that is 30 days. The exception is Never (keep indefinitely), available on Enterprise, which keeps call data until you delete it yourself.
How do I keep call data for longer?
Pick a longer period, if your plan has one available. Builder goes up to 90 days, Growth up to 1 year, and Enterprise includes Never (keep indefinitely). Calls that were already erased do not come back when you change the period.
Does the policy apply to calls I already have?
Yes. The policy covers every call in the workspace, including the calls that were already there when you saved it. Calls older than the period you set are erased automatically.This matters most if you shorten a period. Going from 90 days to 30 days erases the calls that fall between those two marks, so export anything you still need before you save.
When is a call erased?
Once it passes its retention period. Erasure happens automatically in the background, so there can be a short delay between a call expiring and its data being gone.
Can an erased call be recovered?
No. Erasure is permanent and there is no restore. Extending the period later does not bring erased data back. It only changes what happens to the calls still in Tuner.
Will my dashboards and reports lose data?
That depends on the scope you choose. Transcript, recording & caller data keeps the outcome labels, intent labels, eval scores, usage metadata, and cost data, so reporting still works for expired calls even though you can no longer open the transcript. Transcript & recording keeps the analysis results and eval scores as well.Full call record removes the call completely, so expired calls drop out of your counts and trends.
Is the recording also deleted from my voice platform?
No. Tuner deletes the transcript and the recording link that it holds. Any copy of the call stored by your voice platform or telephony provider is covered by that platform’s own retention settings, so configure a matching policy there if you need the call gone everywhere.
Do I still need PII redaction if I have a retention policy?
They cover different things. PII Redaction keeps sensitive details from being stored at all, from the moment a call arrives. A retention policy limits how long the rest of the call data lives. With retention alone, verbatim content sits in Tuner for the whole period. With redaction alone, redacted transcripts are kept for as long as your period allows.
Are simulation calls affected?
No. Simulation calls are never auto-deleted, whatever period and scope you configure.
Can I set a different policy for one agent?
Not yet. The policy is set once per workspace and every agent inherits it. Per-agent overrides are planned for a later release.
What happens to my policy if I downgrade?
Your policy is updated to an option your new plan allows. If your current period or scope is not available on the lower plan, Tuner moves you to one that is. When that means a shorter period, more of your existing call data falls outside it and becomes eligible for erasure, so export anything you need before you downgrade.