When to use it
- A customer emails asking to delete their data or close their account
- You need to remove duplicate contacts and all tickets tied to the wrong person
- Legal or privacy review confirms the contact should be erased from cx
What gets removed
Deleting a contact removes:- The contact profile, identifiers (email, phone, WhatsApp, and so on), tags, and custom contact fields
- All tickets and messages linked to that contact in cx
- Related contact data such as CSAT responses and spam-list entries tied to that person
Delete from a ticket
1
Open the ticket
Find the customer’s ticket in the inbox.
2
Open the contact profile
In the customer panel on the right, click the customer’s name. This opens their contact profile.
3
Delete the contact
Click Delete, confirm in the dialog, and wait for the success message. You return to the contacts list when deletion finishes.
Delete from Contacts
1
Open Contacts
Go to Contacts in the sidebar, or open Contacts.
2
Find the right person
Search by name or email. Open the contact you need to remove.
3
Delete the contact
Click Delete, then confirm. The contact and their tickets are removed from cx.
Best practices
- Confirm the requester’s identity before you delete — match email, order number, or another identifier the customer provided.
- Keep a short internal note of the request date and what you deleted, outside cx if your process requires an audit trail.
- If the person also exists in Shopify, Klaviyo, or another integration, check whether you must delete or update them there separately.
- Restrict Delete contacts to teammates who handle privacy requests. See Roles and permissions.