Data retention and privacy
Chat history and media are kept for a period set by your plan. Older messages are removed automatically and cannot be brought back.
Who can do this
- Owner
The retention warning banner is shown to owners only, because only an owner can act on it.
Where to check your retention
SettingsBilling, on the plan status card:
Chat history kept N months, media N months. Older messages are removed automatically.
Higher plans keep history longer, and some keep it indefinitely. The number shown on your billing page is the authoritative one for your workspace.
What you will see in the app
In a conversation. When you scroll to the top of a thread that has been trimmed:
Messages older than Month Year are removed automatically on the plan name plan.
with a link to upgrade.
Across the app. When a batch is about to cross the cutoff, owners get a banner:
N messages will be deleted starting date. Upgrade to keep your chat history longer.
Dismissing it hides that wave only. It returns as the next batch approaches, because the deletion is real and dated.
Media is removed on its own, usually shorter, schedule. A message whose media has been cleared still shows in the thread; the file no longer opens.
Getting your data out
- Contacts. Contacts → Export downloads a CSV of the current filter or your selected rows, including custom fields. See import and export.
- Chat history. There is no self-serve message export today. If you need one, contact support and say what range you need.
What deleting things does
| Action | Effect |
|---|---|
| Delete a contact | The contact is removed. Automation run history survives with the contact unlinked. |
| Delete an automation | The automation and its run history are removed permanently. |
| Delete a template | Removed here, and from Meta too if it exists there. |
| Disconnect WhatsApp | Messaging stops. Conversations, contacts and templates stay. Numbers stay registered with Meta. |
| Disconnect Shopify | Automations stop and webhooks are removed from the store. Contacts already synced stay. |
Privacy and consent
Two obligations sit with you, not with Boldally:
- Collect consent before you message people. Meta requires an opt-in, and a list bought or scraped will damage your quality rating fast.
- Honour opt-outs. Contacts marked Unsubscribed are excluded automatically from campaigns that use a Marketing template. Blocked contacts are excluded from every campaign. See working with contacts.
Boldally's own privacy commitments are at boldally.com/privacy.
Related
- Billing and plan changes
- Where retention is shown and how to change it.
- Import and export contacts
- Getting your contact list in and out as CSV.