Customer data controls

Storage & backups

See what the customer uses, download a safe operational backup, and apply explicit retention rules without exposing credentials.

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Documents & evidence
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Available backups
Backup scope: customer operational records and R2 references. Password hashes, sessions, AI keys and ERP credentials are deliberately excluded. Binary evidence remains in R2 and is not duplicated into the JSON backup.

Retention policy

Voice notes

Remove audio after this age; the discussion record remains.

Deleted documents & evidence

Only records already soft-deleted are eligible, and shared active objects are protected.

Customer backups

Remove old generated backup files after this age.

Automatic housekeeping

Apply these rules during the scheduled background run. Shared active files remain protected.

R2 allocation

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Calculating the customer prefix…

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Downloadable customer backups

JSON · audit trail preserved
CreatedCreated bySizeSHA-256Records

Independent approval queue

Retention, policy and restore changes require a different administrator.

OperationPreparedStatus