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 Setup → Business in the top menu → click your website → Settings tab → Data Retention.

How it works

  1. Configure a retention period per domain (e.g. 90 days, 180 days, 365 days, or no auto-delete).
  2. A scheduled cleanup runs daily at 02:00 UTC.
  3. Any closed conversation older than your threshold is permanently deleted.
  4. 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

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.

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