Temporary real estate demo data and profile expiry

The decision to make first

A personalized demo can retain researched business details and conversation state after the visitor no longer needs the session. Define a limited lifetime, deletion path and separation from real customer accounts before saving demo profiles or conversation outcomes.

What the handoff should contain

Store session creation, expiry, approved public facts and only the operational identifiers needed to run and close the demonstration.

Suggested wording to approve

Example wording: “This profile is temporary demonstration context. It does not create a live team account, verify business ownership or authorize changes to the business’s actual services.”

Test the difficult case

Test an expired link, profile removal and a later call attempting to select the old session through a previously valid identifier. Do not reuse one visitor’s researched profile as another visitor’s example or retain unnecessary personal information because it may be useful later.

Worked example

Fictional example: A prepared profile expires before a visitor calls the demo number. The application should use the generic fallback or ask for a fresh setup rather than restoring old context indefinitely. Removing the profile should also make its expired link unusable without exposing whether another visitor has since researched the same business.

Review it in operation

Review retained demo records against the stated lifetime and remove fields that are not needed for the next approved demonstration action.

Check before you launch

• Define a limited lifetime, deletion path and separation from real customer accounts before saving demo profiles or conversation outcomes.
• Store session creation, expiry, approved public facts and only the operational identifiers needed to run and close the demonstration.
• Test an expired link, profile removal and a later call attempting to select the old session through a previously valid identifier.
• Review retained demo records against the stated lifetime and remove fields that are not needed for the next approved demonstration action.

Related guides