How to Build an ROI Model for Agentic AI in Local Government

Compliance Documentation

Data Retention Policies for Municipal Chatbots and Agents

CityDesk lets municipalities configure how long different record types are kept—such as conversation records, uploaded files/knowledge base documents, and audit logs—with retention periods that can vary by department or project. Retention is enforced on a schedule, with audit logs archived before deletion and each deletion recorded, while legal holds can pause retention when preservation is required.

Data Retention Policies

CityDesk allows municipalities to set retention periods for different types of
records. This helps align the system with local and state records schedules.

What you can set

  • Retention for conversation records (questions and responses)

  • Retention for uploaded files and knowledge base documents

  • Retention for audit logs

  • Different retention periods by department or project

How retention works

  • Retention runs on a scheduled basis to remove records older than the configured
    period.

  • Audit logs are archived before removal to preserve audit integrity.

  • Each deletion is recorded in the retention audit trail.

  • Legal holds override retention when preservation is required.

Common municipal examples

  • Public inquiry or service request chat: shorter retention window

  • Permitting or case management: multi-year retention based on records schedule

  • HR or legal matters: longer retention when required by policy

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