Is this legal advice?

No. It is an operational checklist for the decisions a chat widget raises: what it collects, how long you keep it and who can see it. Ask counsel for your jurisdiction. Operational, not legal. Use it to prepare the questions, then confirm the answers with someone qualified where you operate. Progress saves to the link. Tick what is in place and hand the URL to whoever owns your policy. Access control is one item. Sellio's widget supports identity verification with a signed user id, described in the docs. See the identity docs for how verification works.

Trust

Live chat privacy checklist

What to settle before a chat widget goes live: what it collects, how long you keep it, and who can see it. Progress saves to the link so you can hand it to whoever owns your policy.

Covered

0 / 8

0% of the basics in place

Still open

Start with retention and access

Before you go live

What you collect

Document what the chat widget collectsMessages, email, name, page URL, IP and device. Write it down before someone asks
Link your privacy policy from the widget and footerA visitor should reach it without leaving the conversation
Get consent where marketing use requires itAnswering a support question is different from adding someone to a mailing list

How long you keep it

Set a retention period for transcripts and attachmentsDecide the number, then make sure the tool can actually enforce it
Have a route for deletion and export requestsA DSAR has a clock on it. Know who handles one before the first arrives

Who can see it

Restrict agent access with roles, and audit exportsNot every agent needs every conversation, and bulk exports should leave a trail
Review your subprocessorsEmail, storage, and the AI model host all touch conversation data
Decide whether support URLs should be indexedPublic help content is good; public ticket URLs usually aren't

A working checklist, not legal advice. If you operate in the EU or UK, have counsel review the answers. Progress is saved in the link so you can share it with whoever owns your policy.

How to use it

1Work through what you collect, how long you keep it, and who can see it.
2Tick what's already in place — progress is saved in the link, so you can share it with whoever owns your policy.
3Copy or download the checklist and close the gaps in your policy and your chat settings.

FAQ

No. It is an operational checklist for the decisions a chat widget raises: what it collects, how long you keep it and who can see it. Ask counsel for your jurisdiction.

Operational, not legal. Use it to prepare the questions, then confirm the answers with someone qualified where you operate.
Progress saves to the link. Tick what is in place and hand the URL to whoever owns your policy.
Access control is one item. Sellio's widget supports identity verification with a signed user id, described in the docs.

See the identity docs for how verification works.

Still have a question? Contact us or browse the docs.

How to use it

FAQ

Is this legal advice?

Related tools