How To Delete Contacts and Their Data

This article provides a step-by-step guide to deleting contacts and their associated data in Adaptive AI. It explains how the feature works, its implications, and best practices for maintaining data hygiene and troubleshooting common issues. Whether you’re removing outdated contacts or fulfilling regulatory data requests, this guide covers all you need to know.

Important Information When Deleting Contacts

• Only Admins can delete contacts to ensure data security and prevent accidental deletion.
• Deleted contacts can be restored within two months i.e. 60 days.
• Associated data, such as conversations, notes, and tasks, may also be deleted (based on system settings).

Best Practices

• Ensure you have selected the correct contacts to avoid accidental data loss.
• Export contacts to a CSV file before deletion for record-keeping.
• Review and clean your contact list periodically to maintain data hygiene.
• Restrict deletion capabilities to Admins or trusted team members only.

BEFORE DELETING A CONTACT: Once a contact is deleted, all associated data such as conversations, notes, tasks, and activity history is permanently lost. Restoring a deleted contact will not recover this associated data. Please ensure to back up any important information before proceeding with deletion.

Manual Deletion of Contacts

Step 1: Open Contacts Page

Navigate to the Contacts section in your Adaptive AI dashboard.

Step 2: Select Contacts

There are two different ways to select contacts. You can either select all contacts on a page (or all contacts in your CRM) by clicking the checkbox in the header of the contacts list, or you can select individual contacts by clicking the checkbox next to their name.

Select one or more contacts by checking the boxes next to their names.

Step 3: Delete Contacts

Click the Delete button at the top of the contact list.

If you’re using a Smart List view and don’t see the trashcan (Delete) icon, make sure you’ve selected one or more contacts first. The delete icon will only appear after selection. If it still doesn’t show, you may not have the required admin permissions. Contact your account administrator to confirm.

Step 5: Confirm Deletion

Confirm the deletion by typing DELETE in the confirmation text box.

BEFORE DELETING A CONTACT: Once a contact is deleted, all associated data such as conversations, notes, tasks, and activity history is permanently lost. Restoring a deleted contact will not recover this associated data. Please ensure to back up any important information before proceeding with deletion.

• Monitor the deletion status on the page.

Restoring Deleted Contacts

If you accidentally deleted a contact, deleted contacts can be restored within two months (60 days).

IMPORTANT: Restoring a deleted contact WILL NOT restore the associated data for that contact, which

would include conversations, notes, and task. Please ensure to back up any important information before proceeding with deletion.

1. 1Navigate to
2. 2Select the contact(s) to restore.
3. 3Click to bring the contact back into the active list.
4. 4Confirm the selection to the deleted Contacts.

Automating Contact Deletion Using Workflows

Adaptive AI allows the automated deletion of contacts using workflows. This is useful for removing unsubscribed, inactive, or invalid contacts.

1. 1Go to and create a new workflow.
2. 2Include the action in the workflow to automate the removal process.
3. 3Configure triggers, such as "Contact Tag" or you could create a new tag for these contacts (e.g., "Unsubscribed").
4. 4Test and activate the workflow.

Frequently Asked Questions

Q: Does deleting a contact remove them from all campaigns? Yes, deleted contacts are removed from all campaigns, workflows, and lists.

Q: Will deleting contacts affect my reports? Deleting contacts may impact historical campaign metrics or email deliverability statistics.

Q: Can I delete multiple contacts at once?

Yes, you can bulk delete contacts by selecting multiple entries in the contact list.

Q: How do I ensure only Admins can delete contacts? Review and update user roles and permissions in the Settings > My Staff section.

Q: Why Can’t I Delete a Contact?

• You may not have Admin permissions. Contact your account administrator for access.
• The contact may be part of an active campaign or workflow. Remove them from the campaign or workflow before attempting deletion.

Q: What Happens to Associated Data?

Associated data, such as notes, conversations, and tasks, will also be deleted unless specified otherwise. Review the Bulk Actions page for detailed status.

Q: Can I Recover Deleted Contacts?

Yes, within two months. Beyond that period, the data is permanently removed.