Overview
You can configure retention periods for four resource types, each independently adjustable between 1 and 24 months. Data older than the configured retention period is automatically removed on a recurring schedule — no manual action needed.Resource Types
| Resource | Description | Default |
|---|---|---|
| Calls | Call records, transcripts, and recordings | 24 months |
| Leads | Lead records within campaigns | 24 months |
| Chat History | WhatsApp and web widget conversations | 24 months |
| SMS | SMS message records | 24 months |
Configuring Retention
- Navigate to your Profile settings
- Find the Data Retention section (alongside timezone settings)
- Set your preferred retention period for each resource type (1-24 months)
- Save your changes
How It Works
- Automatic cleanup: A scheduled process removes data older than your configured retention period
- Soft deletion: Records are soft-deleted, not permanently destroyed immediately
- Per-resource control: Each resource type has its own independent retention period
Best Practices
- Review local regulations: Different regions may require specific retention periods (e.g., GDPR recommends keeping data only as long as necessary)
- Start with defaults: The 24-month default provides a good balance for most use cases
- Shorten for sensitive data: If you handle sensitive customer information, consider shorter retention periods