Safe Actions And Destructive Controls
Use this before disconnecting channels, deleting clients/leads, canceling billing, or purging the account.
Goal
You know which actions are reversible, session-only, or permanent.
You know the exact record or connection you intend to change.
You have exported or copied any data you need before deletion.
Disconnect channels carefully
Disconnecting WhatsApp, Gmail, or LinkedIn can stop sends and syncing until reconnected.
Delete records intentionally
Lead and client deletes remove records from the workspace. Some usage counts, like extracted lead allowance, do not reset.
Cancel billing from Plan
Cancel uses the billing provider response. Some cancellations require opening the manage billing page.
Avoid Self Destruct unless final
Self Destruct permanently erases the account workspace data and should not be used as a troubleshooting step.
Acknowledge on Sentinel is session-only.
Delete Account is permanent.
Reconnect channels after any credential rotation.