Data, Privacy and Export

Data export (Settings > Data)

Export everything your org has stored in wrrk:

Contacts — CSV with every contact and its custom fields
Deals — CSV with stage history
Conversations — JSON per channel (email, WhatsApp, etc.)
Tasks — CSV
Voice calls — CSV (metadata) + ZIP of recordings + transcripts

Click Request Export → wrrk emails you a download link within 24h. The link is single-use and expires in 7 days.

Data retention

Configurable per data type:

Conversations — default keep forever; can be capped at 30/90/180/365 days
Voice recordings — default 90 days; configurable
Audit logs — default 365 days; configurable up to 7 years

Retention is enforced by a daily job that hard-deletes expired records. Once deleted, data is unrecoverable.

Privacy (Settings > Privacy)

Analytics tracking — opt out of product analytics (Mixpanel/PostHog)
AI training opt-out — by default wrrk does NOT train on customer data, but if our policy ever changes this toggle gives you a permanent opt-out
PII redaction in transcripts — auto-redact phone numbers and emails from voice/chat transcripts

For end-user requests (someone whose data is in your CRM wants their data deleted or exported):

Settings > Privacy > Data Subject Request
Search by email or phone
Pick Export (returns all stored data for that subject) or Erase (purges the subject from every table)

Erasure is permanent and cascade-deletes from related records (conversations, deals, tasks).

Account deletion

To delete the whole org:

Settings > Organisation > Delete Organisation
Type the org name to confirm
A 30-day grace period starts — restorable until then
After 30 days, hard delete; unrecoverable

Data, Privacy and Export

Data export (Settings > Data)

Export everything your org has stored in wrrk:

Contacts — CSV with every contact and its custom fields

Deals — CSV with stage history

Conversations — JSON per channel (email, WhatsApp, etc.)

Tasks — CSV

Voice calls — CSV (metadata) + ZIP of recordings + transcripts

Click Request Export → wrrk emails you a download link within 24h. The link is single-use and expires in 7 days.

Data retention

Configurable per data type:

Conversations — default keep forever; can be capped at 30/90/180/365 days

Voice recordings — default 90 days; configurable

Audit logs — default 365 days; configurable up to 7 years

Retention is enforced by a daily job that hard-deletes expired records. Once deleted, data is unrecoverable.

Privacy (Settings > Privacy)

Analytics tracking — opt out of product analytics (Mixpanel/PostHog)

AI training opt-out — by default wrrk does NOT train on customer data, but if our policy ever changes this toggle gives you a permanent opt-out

PII redaction in transcripts — auto-redact phone numbers and emails from voice/chat transcripts

For end-user requests (someone whose data is in your CRM wants their data deleted or exported):

Settings > Privacy > Data Subject Request

Search by email or phone

Pick Export (returns all stored data for that subject) or Erase (purges the subject from every table)

Erasure is permanent and cascade-deletes from related records (conversations, deals, tasks).

Account deletion

To delete the whole org:

Settings > Organisation > Delete Organisation

Type the org name to confirm

A 30-day grace period starts — restorable until then

After 30 days, hard delete; unrecoverable

Data, Privacy and Export