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Data retention deletes contacts and call data automatically once they reach an age you define. It runs the same deletion process as deleting a contact by hand, so the data it removes is the same. See Deleting Contacts and Personal Data for the full list.
Data retention is available on Enterprise plans. Deleting contacts manually in the app, through Charlie, or through the API is available on every plan and does not require data retention. If data retention is not part of your plan, use Contact Sales on the Organization page to add it.
Data retention settings for contacts, call data, recordings, and transcriptsData retention settings for contacts, call data, recordings, and transcripts

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Configure rules

Open Settings > Organization and scroll to Data retention. Each rule has a switch and a retention period between 1 and 730 days.

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Contacts

If both rules are enabled, a contact is deleted as soon as either rule applies. Deleting a contact also deletes the personal data of all its calls.

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Calls

Call rules count from the moment the call was placed and apply to every call in your account, whether or not the contact still exists. If All call data has a shorter or equal retention period than Recordings or Transcripts, it deletes them first and those rules have no additional effect.

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Save and confirm

Click Save Changes to review the pending rules. Because deleted data cannot be recovered, telli asks you to type a confirmation phrase before the rules take effect. Deleting data also reduces the call history Charlie can draw on for insights.

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How deletion runs

  • telli checks all enabled rules once a day and deletes everything that has passed its retention period.
  • Contacts in active calls are not deleted.
  • Data is deleted in batches, so a large backlog can take more than one run to clear.
  • Deletion is irreversible. telli never deletes records in your CRM or other connected systems.

Related topics

SettingsContactsChangelog