Review and manage captured data

View, filter, export, and delete the records your agents saved during conversations.

The Captured data page shows the records your agents saved in your workspace’s capture tables. You can search them, export them, and delete them when you no longer need them.

Search and review records

1. In the sidebar, open Captured data.

2. Use Select table to choose which table to review.

3. Type in Search captured data… to filter by content.

4. In the Status filter, choose All records or Complete only.

5. Click a row to see its details, its history, and, when available, the Open conversation link.

Export to CSV

1. Choose the table and apply the filters you need.

2. Click Export CSV.

The export uses the same filters as the list. If the result exceeds the safety limit, the file is marked as partial so you know it does not contain every record.

Delete records

Captured records are personal data. Delete them only when you have a valid reason; the action cannot be undone.

• A single record: open its details and use the delete option, confirming Delete this record?.
• Several records: select rows with the table checkboxes and click Delete selected records in the bar that appears. The confirmation tells you how many records from that page will be deleted.

Delete a person’s records

If someone asks you to delete their captured data (for example, their email), you can locate and delete their records across every capture table in the workspace.

1. In Captured data, click Delete a person’s records.

2. Enter the person’s email or phone number and click Preview matching records.

3. Review the matches: table, agent, date, and status of each record.

4. Click Delete previewed matches… and confirm with Confirm permanent deletion.

Only the records you reviewed that still match the search are deleted. If new records appear later, repeat the search to review them separately.

Next steps

• Capture customer data
• Receive captured data in a webhook