Data Management

The Data Management page puts you in control of how Humley Studio surfaces and stores the customer information that has been captured by your conversational assistant.


Using data retention rules, you can set expiry limits on the visibility and storage of entities and variables. This means you have the ability to meet any data-related commitments specified within your Terms of Use, Privacy and Data Protection policies.

A Data Retention Rule will ensure the following -

  • The anonymisation of data held in the specified entity or variable, normally viewable in the Sessions & Analytics pages, after the specified time limit following data capture
  • The anonymisation of data held in the specified entity or variable in the database, upto a maximum of 12 hours after the specified time limit following data capture

You can access the Data Management page from either the More menu (to the right of each project) on the Project list page (to the right of each project) or from the More menu (next to the project's title) within a project itself. From this page you can perform a number of actions, detailed below -

Create a Data Retention Rule

To create a new Rule -

  1. Click Create Rule

  2. Enter in the sidebar -

    • Entity/Variable
      Select an entity or variable from the dropdown list (start typing this Search & Create field to narrow the list or create a new entity or unassigned variable)

      If you create an entity from here, it will have no values. Once you've finished creating the Rule, you will need to add Text Values or Pattern Values to it.
      If you create a variable from here, it will be unassigned. Once you've finished creating the Rule, you may need to Assign the Variable to an Entity

    • Expiry Period
      Select a pre-prepared expiry period from the dropdown list or create a Custom expiry period of Days, Hours and Minutes.

  3. Click Create Rule to save your new Rule

Your new Rule will appear in the list on the Data Management page.

Edit a Data Retention Rule

To edit an existing Rule -

  1. Open the relevant Rule by either clicking it on the Data Management page or using the More menu (to the right of the Rule) and choosing Edit Rule

  2. Enter in the sidebar -

    • Entity/Variable
      Change the entity or variable from the dropdown list (start typing this Search & Create field to narrow the list or create a new entity or unassigned variable)

      If you create an entity from here, it will have no values. Once you've finished creating the Rule, you will need to add Text Values or Pattern Values to it.
      If you create a variable from here, it will be unassigned. Once you've finished creating the Rule, you may need to Assign the Variable to an Entity

    • Expiry Period
      Change the espiry period by either selecting a pre-prepared expiry period from the dropdown list or change the Custom expiry period of Days, Hours and Minutes.

  3. Click Save Rule to save your edited Rule

The changes to the Rule will appear in the list on the Data Retention page.

Delete a Data Retention Rule

To delete an existing Rule -

  1. Select the More menu (to the right of the relevant Rule) and choose Delete Rule

The Rule will be permanently deleted.

N.B. Any previously anonymised data will not be recoverable, even if the Data Rule responsible for its anonymisation is deleted after the fact

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Last updated on 20th Jul 2020