Your AI Connector Docs

Download Your Data

You can ask for a copy of your data at any time. This is sometimes called a data export, and it’s your right under data-protection rules like the GDPR — the idea is simple: your data is yours, and you should always be able to get a copy of it. The export covers seven categories: contacts, chats and messages, campaigns, appointments, deals and tasks, FAQs and knowledge base, and your account profile.

You might want a copy as a personal backup, to move your information to another tool, or just to have your own records. Whatever the reason, you can request it yourself in a few clicks.

How to Request Your Data

How to get there: Settings → Advanced group → Data Export.

  1. Open Settings (gear icon in the left sidebar).
  2. In the Settings menu, click Data Export under the Advanced group.
  3. Tick the categories you want to include (see the list below), or click Select all.
  1. Click Request export.

That’s it — you don’t have to wait around. Your export is put together in the background, and we’ll email you when it’s ready.

Only the account owner can request an export. If you’re working inside someone else’s account in team mode, this request isn’t available to you there.

What You Can Include

  • Contacts — Your contact list, including custom fields, notes, and lead profiles.
  • Chats & messages — Your conversations and the messages within them.
  • Campaigns — Your campaigns and how they’re set up.
  • Appointments — Bookings and scheduled appointments.
  • Deals & tasks — Your sales pipeline deals and your to-do tasks.
  • FAQs & knowledge base — The questions, answers, and knowledge you’ve given your AI.
  • Account profile — Your account details and preferences, plus your lists, tags, connected channels, and any voice messages.

Tick as many or as few as you like — only the categories you select are included in the file.

Not included yet. The data export does not currently cover AI Agents, Entry Points, Broadcasts, Automations, or the media library. If you need a copy of any of those, contact support and we’ll help you get it.

How You’ll Receive It

Your export is prepared in the background, so you can close the page and carry on with your work.

  1. We email you a secure download link as soon as your file is ready.
  2. For most accounts this takes just a few minutes. Larger accounts with a lot of data can take a bit longer.
  3. Click the link in the email to download your file.

The link is valid for 7 days. After that, the file is automatically deleted for your security. If you miss the window, just request a new export — you’ll get a fresh link.

What’s in the File

You’ll receive a single ZIP file with one folder per category you selected, plus a short README explaining what’s inside.

  • JSON — every category is included as a complete, detailed JSON copy. Keeps every detail, handy if you’re moving your data into another system.
  • CSV — your Contacts and Chats & messages are also included as CSV, which opens directly in Excel, Google Sheets, or any spreadsheet app. This is the easiest way to browse or skim those two categories. The other categories (Campaigns, Appointments, Deals & tasks, FAQs & knowledge base, Account profile) are JSON only.

Your private details are kept safe. For your protection, sensitive credentials — such as API keys and passwords — are never included in the export.

Is My Data Safe?

Yes. The download link is private to you — sent only to the email address on your account. It expires after 7 days, and the file is then deleted automatically, so a copy doesn’t sit around indefinitely. Need it again? Just request a new export.

Next Steps

  • Account Settings — Manage your name, email, password, and more.
  • Exporting Your Contacts — Download just your contacts as a spreadsheet.
  • Data Processing Agreement — Get a signed DPA for your company’s legal or IT review.