Data Retention
Set how long Boei keeps closed conversations. After the retention period, the conversation and everything attached to it (messages, metadata, read receipts, internal notes) is automatically deleted.
How to get there: Go to Settings → Business in the left menu → click your website → Inbox tab → Data Retention.
How it works
- Configure a retention period per domain (e.g. 90 days, 180 days, 365 days, or no auto-delete).
- A scheduled cleanup runs daily at 02:00 UTC.
- Any closed conversation older than your threshold is permanently deleted.
- Orphaned contacts (no remaining conversations or deals) are removed too.
What gets deleted
When a conversation crosses the retention threshold, the following is purged:
- All messages in the thread
- Message attachments
- Conversation metadata (AI analytics, scores)
- Read receipts
- Internal agent notes
The customer's Contact record stays as long as it has at least one active conversation or deal attached. Once nothing references it, the contact is removed too.
What does NOT get deleted
- Open or pending conversations (only closed ones are eligible)
- Contacts that still have active deals or other conversations
- Aggregated analytics counts (e.g. "we had 1,200 conversations this month")
- Billing and account records
Business merge records
The temporary preview for a business merge is kept for up to 24 hours. After a merge, its audit record is kept for 90 days and then deleted automatically.
Deleted businesses and their current links remain recoverable for 30 days. After that recovery period, the business is permanently deleted and each linked record follows its normal deletion or retention rule.
Choosing a retention period
| Period | Good fit for |
|---|---|
| 30 days | Sales / lead capture sites where short follow-up windows are enough |
| 90 days | Most SMB customer support workflows |
| 180-365 days | Regulated industries or higher-value customer relationships |
| No auto-delete | You handle deletion manually or via the API |
Shorter is better from a GDPR "storage limitation" perspective. Pick the shortest period that still fits your business needs.
Related
- Privacy & GDPR - Overview of GDPR principles in Boei
- Right to Be Forgotten - Manually delete a specific customer's data
Sent email history
Saved email bodies and sending results are kept for 90 days by default, with the active period shown in Account & Billing → Sent emails. Boei sets this period separately from conversation retention. Expired email records are hidden immediately and removed by daily cleanup. The body, error details and recipient delivery results are encrypted in storage. Attachments are not saved in this history.
The account owner and authorized support or agency impersonation can read the history. Login and password-reset links are removed from saved copies. See Sent Emails for the statuses and access rules.