Storage Tracking

What it is

Monitor storage usage and quotas

Workspace Owner

Property	Value
Module	`storage-tracking`
Personas	workspace-owner
Scope	Workspace-level
UI Location	Dashboard > Settings > Storage Tracking

| Status | active |

Dashboard > Settings > Storage Tracking

The Storage Tracking feature provides comprehensive monitoring and management of file storage usage in your workspace. Here's how it works:

Storage Overview:
- View total storage used
- See storage quota/limit
- Monitor storage percentage used
- View storage breakdown by category
- Visual quota chart showing usage
Storage Categories:
- Sessions: Files attached to sessions
- Storefront: Product images, videos, store assets
- VCard: Digital business card assets
- Financial: Invoice attachments, payment receipts
- SMS: SMS-related files
- AI Tools: AI-generated files
- Other: Miscellaneous files
File Management:
- View all stored files
- See file details: name, size, category, date
- Filter files by category
- Sort files by size, name, or date
- Delete individual files
- Bulk delete multiple files
Category Statistics:
- View storage usage per category
- See file count per category
- Identify largest storage consumers
- Monitor category growth
File Details:
- View file path
- See file size (KB, MB, or GB)
- View file category
- See upload date
- Preview file (if supported)
Quota Management:
- Monitor quota usage
- Receive warnings when approaching limit
- Identify files to delete to free space
- Plan storage needs

The Storage Tracking feature includes the following configuration options:

Display Settings:
- Overview tab with summary and chart
- Files tab with file list
- Categories tab with category breakdown
File Filtering:
- Filter by category (sessions, storefront, vcard, financial, sms, ai-tools, other)
- Filter shows only files in selected category
File Sorting:
- Sort by size (ascending/descending)
- Sort by name (ascending/descending)
- Sort by date (ascending/descending)
Pagination:
- 20 files per page (default)
- Navigate through pages
- View total file count
File Selection:
- Select individual files
- Select all files on current page
- Bulk operations on selected files

Access to Storage Tracking requires:

Workspace Owner: Has full access to view storage tracking and delete files
Staff: Access may be restricted. Typically, only workspace owners can manage storage.

Note: Storage management involves deleting files which can affect workspace functionality. Access is typically restricted to workspace owners.

Storage Monitoring:
- Monitor storage usage over time
- Track quota consumption
- Identify storage growth patterns
Quota Management:
- Monitor quota usage
- Plan for quota increases
- Free up space when needed
File Cleanup:
- Identify unused files
- Delete old or unnecessary files
- Free up storage space
Category Analysis:
- Identify which categories use most storage
- Optimize storage usage per category
- Plan storage allocation
Cost Optimization:
- Reduce storage costs by deleting unused files
- Optimize file sizes
- Manage storage efficiently
Compliance:
- Review stored files
- Ensure proper file retention
- Maintain data hygiene

Storage Quota:
- Workspace has a storage quota/limit
- Quota is displayed in overview
- Approaching quota triggers warnings
File Deletion:
- Deleting files is permanent
- Deleted files cannot be recovered
- Deletion frees up storage space immediately
Bulk Deletion:
- Multiple files can be deleted at once
- Bulk deletion shows success/failure count
- Some files may fail to delete (e.g., in use)
File Categories:
- Files are automatically categorized
- Category cannot be manually changed
- Categories help organize storage
File Sizes:
- Displayed in KB, MB, or GB as appropriate
- Sizes are calculated accurately
- Total size includes all files
Storage Calculation:
- Storage includes all uploaded files
- Files from all features are counted
- Deleted files free up space immediately
Performance:
- Large numbers of files may load slowly
- Pagination helps manage performance
- Filters reduce displayed files
File Preview: Some file types can be previewed. Preview availability depends on file type and browser support.
Quota Warnings: System warns when approaching storage quota. Plan for quota increases or file cleanup.