Settings

Manage your Agent Hub setup, connections, preferences, permissions, and operational readiness.

Team LeadPortal setup sourceLocked preview

Data Retention

Review retention, export, deletion, recordings, transcripts, and legal-hold policy summaries.

Settings loaded from local prototype data.

Retention Summary

Email and calendar sync metadata

Kept while account is connected; export/delete requests require admin review.

testing

SMS and consent records

Consent proof and opt-out history are retained for compliance review.

active

Calls, recordings, transcripts

Recording/transcript retention is policy-controlled by Calling settings and admin review.

admin required

Audit logs

Sensitive values redacted; durable production storage still required.

testing

Marketing and Deal artifacts

Module-owned retention with global export/deletion coordination.

testing

Data Requests