# Chat transcripts

Section: Tidio Features

Description: Preview, send and export the transcript of a live conversation, and see when Tidio emails a transcript to a visitor who left.

Verified against Tidio panel 12.304.0

Last updated: 2026-11-05

Source: https://help.tidio.com/articles/chat-transcripts/

In Tidio, you have the option to request chat transcripts for each of your conversations. This feature allows you to preview the transcript, send it to your email address or export it in CSV format.

 



 

**In this article, you'll learn:**

 

- [How to preview the transcript](<https://help.tidio.com/articles/chat-transcripts/#preview-the-transcript->)
- [How to send transcripts to an email address manually](<https://help.tidio.com/articles/chat-transcripts/#send-transcript-to-the-email-address>)
- [When Tidio sends transcripts automatically ](<https://help.tidio.com/articles/chat-transcripts/#h_01H4JKNWFD7W4BAHPKBE4RQ898>)
- [How to export the transcript to the CSV format](<https://help.tidio.com/articles/chat-transcripts/#export-transcript-to-the-csv-format->)

 



 

💡

 

At the moment, you can download only one transcript at a time. We don't have the option to batch-download multiple transcripts. However, if you are a Zoho CRM user, you can automate the process of sending the transcripts to the Zoho system.

 



 

## 

 

## Preview your transcript



[Video](<https://help.tidio.com/article-media/chat-transcripts/walkthrough.mp4>)



Silent walkthrough. Preview a chat transcript, email it to any address, and export it to a CSV file from a conversation's More options menu.

 



 

To preview the chat transcript, head to your [Inbox panel](<https://www.tidio.com/panel/inbox/>) and open a chat conversation. Click on the three-dots menu (**More options**) in the top-right of the conversation, and choose the **Transcript preview** option:

 



 

![An open live conversation with the More options (three dots) menu in the top-right expanded, showing Export transcript to .CSV, Transcript preview (highlighted), Send transcript, Translate, Ban visitor and Delete](<https://help.tidio.com/article-media/chat-transcripts/95.1.png>)

 



 



 

A preview of the chat transcript will be displayed in the **Export chat transcript** window. You can also export it from the popup directly (to a CSV file) with the **Export to .CSV** button, or copy the text to your clipboard with **Copy to clipboard**:

 



 

![The "Export chat transcript" window listing the conversation's messages with their times and senders, and the Copy to clipboard and Export to .CSV buttons](<https://help.tidio.com/article-media/chat-transcripts/95.4.png>)

 



 



 

## Sending transcripts to an email address manually

 



 

To send the chat transcript to a chosen email address, open a chat conversation, click on the three-dots menu (**More options**) in the top-right of the conversation, and choose the **Send transcript** option:

 



 

![The same More options menu in the top-right of a live conversation, with Send transcript highlighted](<https://help.tidio.com/article-media/chat-transcripts/95.2.png>)

 



 



 

You'll now see the **Send transcript** window, asking you to specify the email address to which the transcript will be sent. By default, you'll see your Tidio account email in the **Email address** field. You can change that email to any email you wish to send the chat to, for example your visitor's email address.

 



 

![The "Send transcript" window with an email address in the Email address field and the Send button](<https://help.tidio.com/article-media/chat-transcripts/95.5.png>)

 



 



 

Click on the blue **Send** button, and your transcript will be sent - you'll see the message **Transcript has been sent\!**

 



 

Below, you can see a preview of the transcript sent to the email address:

 



 

![An emailed chat transcript with timestamped messages, Conversation ended, and the visitor's contact and browser details below](<https://help.tidio.com/article-media/chat-transcripts/95.7.png>)

 



 

## 

 

## Sending transcripts automatically

 



 

If a website visitor leaves before finishing a chat with the agent, Tidio can automatically send a chat transcript to the visitor who missed a message on live chat. The chat transcript will be sent 15 minutes after leaving the website.

 

For this to happen, two things are needed:

 

- **Visitor notifications** are turned on in **Settings \> Project \> Preferences** - the section says **Automatically notify visitors about unread chat messages via email.**
- the visitor has left their email address, for example in the pre-chat survey or a flow.

 

**The email sent to a visitor includes:**

 

- All unread messages on the top of the email
- Thread transcript to give full context to the visitor

 

Once the email goes out, you'll see **An email with unread messages has been sent to the visitor** in the conversation. With **Visitor notifications** on, the replies you send to a visitor who has already left also go out by email - see [Reply by email to visitors who left](<https://help.tidio.com/articles/reply-by-email-visitors-left/>).

 



 

## Exporting transcript to CSV files

 



 

To export the chat transcript to a CSV format, open a chat conversation, click on the three-dots menu (**More options**) in the top-right of the conversation, and choose the **Export transcript to .CSV** option:

 



 

![The same More options menu in the top-right of a live conversation, with Export transcript to .CSV highlighted](<https://help.tidio.com/article-media/chat-transcripts/95.3.png>)

 

Prefer the keyboard? Press **Cmd + K** (**Ctrl + K** on Windows) to open **Search actions**, and pick **Export transcript**.

 



 

Once your file is downloaded, you'll see the transcript in the following form:

 



 

![A downloaded transcript CSV file shown as a table with the time, sender and content columns](<https://help.tidio.com/article-media/chat-transcripts/95.6.png>)

 

## Further reading

 

- [Reply by email to visitors who left](<https://help.tidio.com/articles/reply-by-email-visitors-left/>)
- [Send emails from Tidio](<https://help.tidio.com/articles/send-emails-from-tidio/>)
- [Chat history](<https://help.tidio.com/articles/chat-history/>)
- [The Inbox - a powerful interface for managing your conversations](<https://help.tidio.com/articles/the-inbox/>)
