Export data
Whole workspace
Export workspace → JSON and Export workspace → CSV return a machine-readable snapshot of contacts, conversations, messages, knowledge sources, flows, and audit log entries. The CSV is a spreadsheet-friendly subset (contacts + conversations); the JSON is the full record. Both download immediately for typical workspaces; very large workspaces are streamed in chunks.Audit log
Admins on the Scale plan can export the full audit log as CSV from Settings → Security → Audit log → Export CSV. The download streams every privacy action — exports, deletions, retention changes, role updates — with timestamp, actor, target, IP, and a JSON diff of changes. See Audit log export.Single contact
On any contact profile → ⋯ → Export contact JSON. Returns the complete record for that person — used to fulfill GDPR subject access requests.Delete a contact
Data & privacy → Delete contact — search, select, confirm. Effects:- The contact record is deleted.
- Every conversation with this contact is deleted.
- Every message (inbound and outbound) is deleted.
- Files they uploaded are purged from storage (within 24h).
- Audit log retains the deletion event (timestamp, operator) — that stays.
Retention
Set how long resolved conversations are kept (in days). The setting lives at Settings → Data & privacy → Retention and is stored per workspace.- 0 (default) — keep forever; nothing auto-deletes.
- N days — resolved conversations older than
Ndays are removed by a daily job. Pick a value that matches your DPA commitment.
Data residency
- Application data, knowledge vectors, and attachments live in the EU.
- LLM providers (when used) are routed through their EU endpoints where available.
- Zero-retention flags are set with every LLM provider — no prompts or completions are used for provider training.
Encryption
- At rest — AES-256.
- In transit — TLS 1.2+.
- Passwords — bcrypt, never stored in plaintext.
Who can do what
| Action | Role |
|---|---|
| Export workspace | Admin |
| Export single contact | Admin, Agent |
| Delete contact | Admin |
| Change retention policy | Admin |