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Applies to: Agencies on the white label plan

Can I charge my clients for keeping their call and chat history longer?

Yes. In the SaaS Configurator, the call and chat history service sets how many days of history your client can access. It controls your client's access, not yours. It is measured in days of retention, so you could set 365 days and charge for a year of call history. Votel itself does not charge you a per-day fee for call history. On a trial plan, call history is limited to 30 days and the account must upgrade to see more.

If clients should be able to opt out of paying for it, sell it as an add-on:

  1. In the SaaS Configurator, create a plan, set it as an add-on plan and name it, for example Call retention.
  2. Everything is off by default on a new plan, so turn on only the call and chat history service.
  3. Set the retention, for example 365 days, and set it so the account cannot go over that.

A client who no longer wants the longer history then cancels only that add-on, not their main plan.