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:
- How to preview the transcript
- How to send the transcript to the email address
- How to export the transcript to the CSV format
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.
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