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Data Retention and Privacy

Updated: May 8, 2026

Perspective Settings gives you practical controls for who can access workspace data and which external systems can interact with it. Open the workspace switcher in the sidebar and choose Manage workspace to review these settings. It does not currently expose a configurable retention-period screen, BYOK settings, SCIM provisioning, or an in-app compliance packet.

Access Controls

Use Roles and Permissions to keep workspace access tight.

  • Invite only the teammates who need workspace access.
  • Use Admin for teammates who need to manage members.
  • Use Member for teammates who need normal workspace access without membership administration.
  • Remove pending invitations that should no longer be accepted.
  • Remove members who no longer need access. Perspective transfers their owned research and interview records to the workspace Owner before removing them.

External Connections

Use these Settings pages to manage external access:

  • Integrations - connect, disable, or reconnect Slack, HubSpot, and Gmail workspace integrations.
  • Connected Apps - revoke OAuth apps you have authorized to access your Perspective account.
  • MCP Keys - create, scope, and revoke workspace-scoped MCP keys.

Disable or revoke anything that no longer needs access. Deleting an MCP key immediately cuts off any assistant using it.

Participant Context and PII

Participant metadata can enter Perspective through invite context, URL parameters, embeds, Slack, and conversation content. Treat that metadata as user-provided operational data.

For collection-side controls, see:

When designing a conversation, give clear instructions about what the agent should and should not ask for. For design-time context, see Conversation Context.

Getting Your Data Out

Your conversation data is yours to take at any time. Export Conversations downloads a ZIP of transcripts, and optionally summaries, trust assessments, and recordings, filtered by date and status. Teams use it for reporting, internal review, compliance archives, or handing a record to someone who does not have a Perspective login.

Treat that file the way you would treat any export containing participant data. It carries participant names, emails, and metadata alongside the transcripts, so store and share it accordingly.

For data that arrives on its own instead of a manual download, see Automations and Webhooks.

Public Sharing

Published highlights and pages can expose selected research outputs outside the workspace. Review public surfaces before sharing them with a broad audience.

Related docs: