Export or delete your data

1. Open Settings → Organization and scroll to Your data.
2. Click Download export. Preparing it can take a minute.
3. A ZIP file downloads. It opens most easily on a computer.

Inside: your leads (the same columns as the Leads export, so it imports back), companies, notes and history, tasks, conversations and messages, form responses, playbooks and answers, articles, posts, and the AI's record of what it did and why. A README file lists every file and how many rows it holds. Secrets are never included: API keys appear by their first characters only.

You can export 3 times an hour.

Open Leads, apply any filters you want, and click Export to CSV. The file respects the filters, so you can export one stage or everything.

1. Open Settings → Organization → Your data and click Delete this business….
2. Read what stops for your customers: website forms, WhatsApp replies, public articles and scheduled posts.
3. Type the business name exactly as shown and confirm.

Nothing is deleted for 30 days and everything keeps working. Every admin is emailed straight away and again 3 days before. Any admin can cancel from the same page up to the end of the date shown (your business's time zone). After that, the business, its team access and everything in it are deleted and cannot be recovered, and the subscription is cancelled. Backups that still hold a copy expire within 30 days.

Deleting a lead removes it together with its submissions and personal data. The append-only activity record keeps a trace that a deletion happened, by whom and when, but not the personal data itself.