Chatbot Overview
Conversational Bots
Intents & Entities
Intelligent Bots's Approach Conversational Platform
Bot Concepts and Terminology
Natural Language Processing (NLP)
Bot Types
Bot Tasks
Starting with Platform
How to Access Bot Builder
Working with Bot Builder
Building your first Bot
Getting Started with Building Bots
Using the Dialog Builder Tool
Creating a Simple Bot
Release Notes
Latest Updates
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Bot Builder
Creating a Bot
Dialog Task
User Intent Node
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Supported Entity Types
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Supported Time Zones
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Custom Authentication
2-way SSL for Service nodes
Script Node
Agent Transfer Node
WebHook Node
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Alert Tasks
Ignore Words and Field Memory
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Digital Views
Knowledge Graph
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Small Talk
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Natural Language
Machine Learning
ML Model
Fundamental Meaning
NLP Settings and Guidelines
Knowledge Graph Training
Ranking and Resolver
NLP Detection
Advanced NLP Configurations
Bot Intelligence
Context Management
Session and Context Variables
Context Object
Dialog Management
Amend Entity
Multi-Intent Detection
Sentiment Management
Tone Analysis
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Default Conversations
Default Standard Responses
Channel Enablement
Test & Debug
Talk to Bot
Utterance Testing
Batch Testing
Record Conversations
Publishing your Bot
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Custom Dashboard
Conversation Flows
Bot Metrics
Advanced Topics
Bot Authorization
Language Management
Collaborative Development
IVR Integration
Data Table
Universal Bots
Enabling Languages
Smart Bots
Sample Bots
Travel Planning
Flight Search
Event Based Bot Actions
koreUtil Libraries
Bot Settings
Bot Functions
General Settings
PII Settings
Customizing Error Messages
Manage Sessions
Bot Management
Bot Versioning
Using Bot Variables
API Guide
API Overview
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API Collection
SDK Overview
SDK Security
SDK App Registration
Web SDK Tutorial
Message Formatting and Templates
Mobile SDK Push Notification
Widget SDK Tutorial
Widget SDK – Message Formatting and Templates
Web Socket Connect & RTM
Using the BotKit SDK
BotKit SDK Tutorial – Agent Transfer
BotKit SDK Tutorial – Flight Search Sample Bot
Using an External NLP Engine
Bot Administration
Bots Admin Console
User Management
Managing Users
Managing Groups
Managing Role
Bots Management
Inviting Users
Bulk Invites
Importing Users
Synchronizing Users from AD
Security & Compliance
Using Single Sign-On
Security Settings
Cloud Connector
How Tos
Creating a Simple Bot
Creating a Banking Bot
Transfer Funds Task
Update Balance Task
Context Switching
Using Traits
Schedule a Smart Alert
Configure Digital Forms
Add Form Data into Data Tables
Configuring Digital Views
Add Data to Data Tables
Update Data in Data Tables
Custom Dashboard
Custom Tags to filter Bot Metrics
Patterns for Intents & Entities
Build Knowledge Graph
Global Variables
Content Variables
Using Bot Functions
Configure Agent Transfer
  1. Home
  2. Docs
  3. Bots
  4. Bot Administration
  5. Security & Compliance
  6. Security Settings

Security Settings

Apart from the sign-on, and other security settings, you can modify default account security & control settings like

  • data retention period,
  • context persistence, and
  • IP address access.

Data Retention

All the end-user interaction data is removed from the system, by default, after a period of 7 years. However, it is highly recommended that you set the custom retention period to suit your enterprise policies by using the Data Retention Period option.


  1. Go to Security & Control -> Settings
  2. Under Data Retention Period, you have two options
    • Use the default retention period – 7 years;
    • Use the custom data retention period and set the duration between 1 month to 7 years.
  3. The following data would no longer be available post data retention period:
    • Conversation History / Messages;
    • Usage Information;
    • Task Execution and Performance Metrics;
    • Session and Message Tags;
    • Alert Instances;
    • Debug Logs.


Note: The custom data retention period cannot be set if your account has a large volume of messages. In such a case, you are requested to reach out to Support for setting Custom Retention Period.

Context Persistence

Bots Platform by default stores the context of the end-users’ conversations with the bot. This context information can be used for debugging and analysis purposes.

However, you might not want the platform to store this information due to the presence of sensitive data about customers or other security-related reasons. You can opt not to store the same using the Context Persistence option.


  1. Go to Security & Control -> Settings
  2. Under Context Persistence, you have two options
    • Store end users’ conversation context information and allow authorized developers to view this information – this is the default setting.
    • Do not store end users’ conversation context information – this will ensure that:
      • the platform does not store the context information
      • Option to view context information in Bot Builder like Metrics and any other places is disabled.

IP Address Restriction

By default, users can access the Bot Builder platform, and Bot Admin Console from any IP address as long as they have valid credentials.

You can, additionally, restrict the access from a specified range of IP addresses. This restriction applies to developers from your account alone, i.e if a developer belongs to another account also their access to the platform using that account will not be restricted.


  1. Go to Security & Control -> Settings
  2. Under IP Address Restriction, you have two options
    • No restriction – this is the default setting and access is not restricted to any IP address.
    • Restrict – Here you can specify a range of IP Addresses to which the access is restricted. All other addresses would be blocked from accessing the Bot Builder and Bot Admin Console platform.
      Note: The IP Address of your (current) system should be part of the allowed IP Addresses list.