WhatsApp Media Retention

WhatsApp Media Retention

Conversations
January 19, 2026•1 min read

Files shared on WhatsApp, such as photos and documents, are often critical to customer conversations. Until now, these files could disappear automatically due to built-in limitations. With this release, all WhatsApp media are now automatically stored in the CRM for up to 1 year, with the option for additional manual saving. Let’s check how to use it!

⭐️How To Save Files To Documents?

  1. Access a WhatsApp conversation on the Contacts or Conversation section.

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  2. Click the three-dot icon under any WhatsApp media attachment.

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  3. In the added options, select Add to Documents

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  4. The file is saved instantly to the contact’s Documents section.

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⭐️Why Is This Feature Beneficial To Your Company?

  • Improved Data Retention: No more lost WhatsApp files due to 7-day or 30-day limits, making it easy to maintain complete customer documentation across channels.

  • File Organization Efficiency: Utilizing the CRM media retention feature enables you to reduce manual downloads and workarounds while organizing critical files in one central location.

  • Customer Management: Easily reference files for follow-ups, audits, or handoffs, and ensure consistency in communications across Email, SMS, and WhatsApp.

While all WhatsApp media is automatically stored for 1 year, adding files to Documents helps you keep customer records clean and complete. Making it easier to provide a more professional customer experience. We hope you enjoy it!

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Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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