How to Manage File Storage

Converge provides 10 GB of file storage per workspace. This includes all attachments shared in conversations — images, PDFs, documents, and other files from both agents and customers.

What counts toward storage:

• Customer uploads: Images, files, and documents customers send through any platform
• Agent uploads: Files agents send to customers
• Quick reply attachments: Files attached to quick reply templates

Monitoring usage: You can check your current storage usage in the storage management area. This shows total usage, and you can view files sorted by size or date to identify what's taking up space.

Why storage management matters: If you hit the 10 GB limit, new file uploads will fail until you free up space. Customers and agents won't be able to send or receive attachments until storage is available.

The easiest way to free up storage is to delete files you no longer need.

Manual cleanup: Converge supports manual cleanup with filters. You can delete files older than a specified number of days, optionally filtered by tag. This lets you target specific categories of old files while keeping important ones.

Types of files to consider deleting:

• Old attachments: Files from conversations older than 6-12 months that are no longer relevant
• Large files: Videos or high-resolution images that take up disproportionate space
• Temporary files: Files shared for one-time use that are no longer needed

Tagging files: You can tag files for better organization. This makes cleanup easier — for example, tag temporary files as "temp" and then bulk-delete all "temp" files when cleaning up.

Before deleting: Consider whether you might need these files later. You may want to export important data first (see the Export Company Data article).

Converge includes automatic cleanup that triggers when your storage usage exceeds the 10 GB limit.

How auto-cleanup works: When storage is full, the system automatically deletes the oldest files to free up approximately 1 GB of space. This ensures you always have room for new files.

What gets deleted first: The oldest files are deleted first, regardless of type. This is a last-resort mechanism — it's better to proactively manage your storage rather than relying on automatic cleanup.

File encryption: All files stored in Converge are encrypted at rest. When files are deleted (manually or automatically), they are permanently removed — there's no recovery after deletion.

Signed URLs: Files are served via signed URLs with expiring signatures. This means file links automatically become invalid after a period, adding an extra layer of security even for files that haven't been deleted.

Keep your storage usage manageable with these practices.

Proactive cleanup: Schedule a monthly review of your storage usage. Delete files from old, resolved conversations that you no longer need. This prevents hitting the limit unexpectedly.

Storage-efficient practices for your team:

• Compress images before sending: Large PNGs and photos take up significant space. Compress them before uploading.
• Use links for large files: Instead of uploading large documents, share links to Google Drive, Dropbox, or other cloud storage.
• Choose formats wisely: Use JPEG for photos (smaller than PNG), and PDF for documents.

When approaching the limit: If you're consistently near the 10 GB limit, consider doing a thorough cleanup of files older than 90 days. Most support conversations don't need their attachments preserved long-term.

Success indicator: When your storage usage stays well below the 10 GB limit — and you have a routine for periodic cleanup — your storage is well managed.