AI Records Retention Policy Explainer

WHAT IT DOES

AI Records Retention Policy Explainer helps you create clear, professional explanations of records retention policies for internal training and stakeholder communication. You provide details about your policy—record types, retention periods, disposition methods, legal hold requirements, exceptions, and any other relevant context—and the agent generates a complete policy explanation. The output includes a policy overview and purpose, record categories and retention periods, disposition procedures, legal hold requirements and exceptions, and compliance considerations. Whether you're training employees, onboarding new team members, or communicating policy updates, this agent ensures your records retention policy is clearly understood and professionally presented.

HOW TO USE

Open the agent in BotSurf and paste your API key once—the host handles key storage securely via BGAI.setKey, so you never manage it yourself. Enter your policy details in the input box: record types, retention periods, disposition methods, legal holds, exceptions, and compliance considerations. Click "Draft policy explanation" to generate a clear, professional explanation. You can also use the "Use page selection" button to pull in text from the current page—select relevant content and it will be inserted automatically. Review the draft, copy it with one click, and share it with your team.

WHAT IT SENDS

When you click "Draft policy explanation," the agent sends only the text you have typed or pasted into the input field (or selected via "Use page selection") to the BGAI.generate bridge. No other data—such as browsing history, system information, or user identifiers—is collected or transmitted. Usage logs record only the count of runs for billing purposes; the content of your queries is not stored or retained. The request is truncated to BGAI.maxInput (6000 characters) before sending, and the model output is rendered locally with textContent—never innerHTML—for security.

SUBSCRIPTION

This agent is available for $19.99/month with a 7-day free trial. Each subscription includes 100 runs per month—enough for explaining multiple policy versions or updates. Unused runs do not roll over. You can cancel anytime through your BotSurf account settings, and you will not be billed further after cancellation. The free trial allows you to test the agent with your own policy data.

THE PANEL

The agent runs as a panel in BotSurf, with a sticky header displaying the title, a message banner for status updates, and two cards—one for input and one for output. The panel is fully draggable, resizable, and supports snap-to-grid positioning. Press Escape to close the panel at any time. Panel position preferences can be saved using BGAI.setState for persistence across sessions.

PLEASE NOTE

This agent provides general compliance guidance based on the information you provide. AI can produce incorrect, incomplete, or inappropriate explanations. Always review and verify all policy details with qualified compliance professionals. This is not professional legal advice. Use at your own discretion.