Chat Transcripts
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Chat Transcripts

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You can request a transcript of each chat conversation from your Tidio panel. The transcript can be previewed, sent directly to your email address, or exported in CSV format.


In this article, you'll learn:


Preview the transcript 


To preview the chat transcript, open a chat conversation and look at the Visitor's details on the right side of the chat conversation panel. Click on the three dots menu and choose the Transcript Preview option.



A preview of the chat transcript will be displayed. You can now export it directly to the CSV format or copy the text to your clipboard. 



Send transcript to the email address


To send the chat transcript to a chosen email address, open a chat conversation and look at the Visitor's details on the right side of the chat conversation panel. Click on the three dots menu and choose the Send Transcript option.



You'll now see a window asking you to specify the email address to which the transcript will be sent. Automatically, you'll see there your Tidio account email. You can change that email to any email you wish to send the chat to, for example, your Visitor's email address.



Click on the blue send button, and your transcript will be sent. 


Export transcript to the CSV format 


To export the chat transcript to a CSV format, open a chat conversation and look at the Visitor's details on the right side of the chat conversation panel. Click on the three dots menu and choose the Export Transcript to CSV option.

 


You'll now see a web browser window asking you to download and save the file. 




If you still have some questions for our team after reading this article, don't hesitate to contact us.


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