Configure GDPR-compliant data retention periods for your accountData retention settings let you control how long different types of data are stored in your account. This helps you stay compliant with GDPR and other data protection regulations.
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, with 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 (for example, 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.