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Data Retention is available under Settings → Data Retention when the workspace plan includes the Data Retention feature. If the feature is not included, the page links to Settings → Plan for an upgrade.

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Default and channel overrides

The plan default is 24 months (720 days) unless the governing plan defines a different period. Leaving a channel without a custom value keeps that plan default; the workspace is not silently populated with an override. Workspace owners and admins can set a retention period for:
  • calls, including voice, AI avatar, live chat and WhatsApp voice history;
  • call recordings, transcripts, summaries and caller-memory data;
  • campaign leads;
  • email threads and the outbound SMS log;
  • Telegram, Slack, Messenger, Microsoft Teams, Discord, Google Chat, X and WhatsApp conversations, messages and stored media.
Active campaign leads are protected. Email retention evaluates the last activity of the entire thread, so an old root message with a recent reply is not deleted.

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Which plan applies?

A workspace on the main platform follows its platform plan. A customer workspace created through a white-label reseller follows the plan in that reseller’s catalog. The same rule applies to free-account defaults and retention limits.

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Cleanup and audit trail

The retention job runs every day at 03:30 UTC. It removes matching data and records every deleted object in the retention audit log (deletion_log) for storage-limitation accountability under Article 5(1)(e) GDPR. If the plan feature is disabled, the job does not apply configurable retention cleanup to that workspace.

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API and MCP

  • GET /api/v1/settings/retention reads overrides, limits, entitlement state and the exact plan_default_days.
  • PATCH /api/v1/settings/retention updates one or more channel values. Send null to clear an override and restore the plan default.
  • MCP tools: get_retention_settings and update_retention_settings.
REST uses settings:read / settings:write; MCP also accepts the matching assistant read/write scopes.