Will I lose my AI Lead Nurture history if I downgrade my plan?

  • Aug 21, 2026
  • Knowledge

Title
Will I lose my AI Lead Nurture history if I downgrade my plan?
URL Name
Will-I-lose-my-AI-Lead-Nurture-history-if-I-downgrade-my-plan-in-Presence
Answer

Will I lose my AI Lead Nurture history if I downgrade my plan?

What happens to your AI Lead Nurture conversation history when downgrading, and how to save it before you do.

Yes. If you downgrade from a plan that includes AI Lead Nurture (Scale or All In) to a plan where it's only available as an add-on (Launch or Brand) without keeping that add-on, your AI Lead Nurture conversation history is permanently deleted — not archived. This cannot be undone, and the data cannot be recovered even if you upgrade again later.

How to save your data before downgrading

Export your lead data as a CSV

This captures all lead records including name, email, phone, source, and activity — but not full AI conversation transcripts.

  1. Navigate to the Presence® Platform.
  2. Click Contacts from the left-hand menu.
  3. Click the three-dots icon at the top of the contacts list.
  4. Select Download CSV.

Review and copy individual AI conversation transcripts

Full AI Lead Nurture conversation history — including messages, AI statuses, and timestamps — can only be reviewed on a per-contact basis. There is no bulk export for conversation transcripts.

  1. Navigate to the Presence® Platform.
  2. Click Contacts from the left-hand menu.
  3. Open a contact's profile.
  4. Click the Messages tab to view the full conversation history with that lead.

Copy or document any conversations you want to keep before requesting your downgrade.

FAQs

Does the CSV export include AI conversation transcripts?

No. The CSV export includes lead data fields (name, email, phone, source, activity) but not the full SMS or AI message history. To review transcripts, you need to open each contact's Messages tab individually.

Is there any way to recover the data after downgrading?

No. Once the downgrade is processed, AI Lead Nurture conversation history is permanently deleted and cannot be restored, even if you upgrade again later.

Does keeping the AI Lead Nurture add-on prevent history loss when downgrading?

Downgrading from Scale or All In to Launch or Brand only risks deleting your AI Lead Nurture history if you don't keep AI Lead Nurture as an add-on on your new plan. Contact our support team before downgrading to confirm how your specific plan change will be handled.

Does this affect anything else when I downgrade?

Contact our support team before downgrading to understand the full impact on your account:

How do I contact Luxury Presence support about downgrading my plan?

You can reach our support team through live chat via the Presence® Platform (fastest), by emailing support@luxurypresence.com for general questions or billing@luxurypresence.com for billing questions, or by calling 310-955-1077 and selecting option 2, available Monday–Friday, 6:00 AM–6:00 PM PT.

 

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