Download or Email a chat transcript Follow

Salesmate Chats provides customers or users to download and email a copy of their chat transcripts. 

What's included in the transcript?

• Data and time with proper timezone, mentioning when the conversation started
• All replies in the conversation with respective timestamps
• Customer and Teammate's names
• Date and time when the transcript is exported

What's not included in the transcript?

• Timeline entries of any chat like snooze, close or internal assignment events
• Team notes
• CC / BCC
• Images, Attachments, or GIFs

The transcript contains only the names of Images, Attachments, or GIFs

How can users download or email transcripts?

To download a transcript, follow these simple steps:

1. Open the required conversation
2. Click on the More Icon shown as three dots at the top of the conversation panel
3. Select the download option, and then click on 'Export as text'

Chat transcript will download in the form of a text file

To email the chat transcript, follow these simple steps:

1. Follow the same steps as above and click on 'Email chat'
2. You can modify the email address to which you want to send the transcript
3. Once you are done with your changes, Hit Send

The chat transcript is sent to the email address mentioned above.

How a visitor or customer can download the chat transcript?

Visitors or Customers can download the chat transcript directly from the Chat widget. They will see a download icon on the header of the Chat, and clicking on the download icon will export the chat transcript in text format.

Notes:

• The email will be sent from noreply@salesmatemail.com with the user's name.
• If the user has done the DKIM, then it will be sent with the user's name and email address.