Team, roles and security

Close your account

How to close your company's Texa Desk account, what stops at once, the 14 days to change your mind, and what is deleted and what is kept.

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Before you ask

Export anything you want to keep, such as reports, contacts or conversations, because closing deletes them. See Reports and Contacts.

Ask us

The account’s Owner, or someone on their behalf, asks through Talk to us on texadesk.com or the live chat. Texa staff confirm with the Owner, then close the account. There’s no button in Texa Desk for this yet.

What stops at once

  • Your team can no longer sign in. The account shows as suspended.
  • Texa AI stops answering customers.
  • Campaigns stop.
  • API keys, website widget keys and webhooks are switched off.

Your administrators get an email saying when the account closes for good.

14 days to change your mind

Write to us before the date in that email, and we’ll reopen the account. Texa AI then stays off in each inbox until you turn it back on, in Texa AI → Agent and inboxes. API keys and webhooks have to be made again.

On the date

The account and its data are deleted for good: conversations, contacts, files, and Texa AI’s knowledge and settings. The last copy leaves our backups within 14 more days.

What is kept

  • Payment records, for six years, as tax law requires.
  • Complaint records your regulator requires, for its period, or two years if it sets none. They’re kept without your customers’ details: no contact, no name and nothing the customer wrote. After closing you can no longer see them. Texa holds them for the regulator, then deletes them.

See also how we delete data in our privacy notice.

More in Team, roles and security

  • Roles and what each one can do The five built-in roles, ready-made roles such as Approver and Finance, and how to make a role of your own.
  • Branches and locations Give each shop, office or branch its own people, inboxes, teams and opening hours, group them in regions, and report on each one.
  • Groups of companies Run several companies from one group, with people who work in all of them, while each keeps its own Texa Desk, Texa AI and verification.
  • Security and sign-in Protect your account with two-factor authentication, let your team sign in with Microsoft Entra ID, Google Workspace or SAML, and see every change in the audit log.
  • Your profile and notifications Set your name, picture, availability, language and email signature, and choose which notifications you get and where.
  • Account settings Your company's name and language, the messages customers get when a conversation closes or reopens, public holidays, and turning on branches and groups.