Personal data, kept as long as you decide
Requests for access and erasure are answered from the contact’s page. Legal hold keeps what must be kept, and housekeeping removes old data on a schedule, only where you turn it on.
How it works
Export data gives a ZIP with the contact, every case with its messages, notes and attachments. Delete permanently removes the contact, their cases, files, ratings, sessions and emails, and leaves a tombstone. It is refused while a case is under legal hold or restricted to countries you don’t work in.
Legal hold keeps a case, a problem or a change whatever else is set, with a reason, until it is lifted.
Housekeeping tasks remove old submission logs, closed cases, webhook deliveries, automation history, audit log entries and incoming emails. Every task that deletes starts off, except incoming emails after 30 days, and each can be run at once.
What it includes
Export a contact
A ZIP of everything about one person, streamed and audited.
Delete permanently
Type the address to confirm, with a tombstone left behind.
Legal hold
On cases, problems and changes, over the API too.
Housekeeping
Retention per kind of data, with defaults and ranges.
Off until you choose
Nothing is deleted on a schedule unless an admin turns it on.
Your own server
The data stays in your database and your storage.