Share Chat Transcript with your customers Follow

The conversation we do on chats usually tends to miss when you need it the most, but with the feature to download /email transcript you can easily download the important conversation and have it stored with you for future reference.

How Salesmate users can download or Email transcripts?

• Send chat transcripts to your customers as a text file or directly via email.
• Salesmate messenger allows you to download or email a copy of the conversation history - chat transcript, and share it with your customers.
• Customers and Visitors can also download the transcript via Chats or request it at any time during a chat session.

To download the transcript, please follow the below steps:

• Go to Chats inbox and open the required conversation
• Click on the More Icon shown as three dots at the top of the conversation panel
• Click on the Download Chat option
• Choose Export as text option
• Chat transcript will download in the form of a text file
• User's can further share the text file as an attachment to an email.

Sample Format of Text Transcript:

To email the transcript, please follow these steps:

• Go to Chat inbox and open the required conversation
• Click on the "Action" button shown as three dots at the top of the conversation panel
• Click on the Email Chat option
  • A popup will appear
  • Filled with the primary contact's email address, but you can change it
• Review the email provided in the To field, change if required
• Hit Send
• The chat transcript will be sent to the email address as mentioned below

Chat transcript contains the following information:

• Date and time with timezone
• Conversation start date and time
• All replies in the conversation with respective timestamps
• Name of participants that is customer and agents involved in the conversation
• Name of files, attachments shared in the conversation
• Date and time of transcript export