Tool chat transcript

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Once the page loads in your browser, choose which reports you would like to generate. Your chats should then populate into the table. You can then click on the green plus icon to expand the row to show more data. You can search the transcripts by using the built in search bar.

You can switch between the reports by clicking on the different tabs. Format Chat Transcript and Surveys In Excel When the table is exported to Excel, I added in custom code that can be used to format the cells for the Chat transcript and the Surveys so all of the text is not on one line. Version 1. Version 2. Prerequisite : Administrators should set up mailboxes before enabling, and must select the Allow other Dynamics users to send email on your behalf checkbox for this feature to work.

In Omnichannel admin center, select the workstream of the chat widget in which you need to configure the settings. Select Edit for the chat channel that you need to update, and select the User features tab. For Conversation transcripts , set the toggle to On and select the following check boxes:. Under Chat Transcripts , select Yes or No for the following:. Allow download of transcript: Allows your customers to download the chat transcript. Allow email of transcript: Allows your customers to send the chat transcript as an email.

If you select Yes for Allow email of transcript , you must select an email template and a mailbox from which the email will be sent. Administrators have a choice to either:. Use an email template provided by Chat for Dynamics Customer Service by selecting an option from the "From" mailbox drop-down list.

Customers can choose to download and email a copy of their chat transcript conversation from the chat window:. Once the file is on your server, the script will automatically send the transcript to the specified email or emails. Start sharing files on chat using the LiveChat app. Learn how to share screenshots, logs, instructions, and many others. Tags are labels that you add to chats and tickets. They help you categorize and organize all customer communication in your LiveChat account.

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HelpDesk Support customers with tickets. KnowledgeBase Guide and educate customers. Help Center Help Center. Go to app Upgrade. Pricing Log in Sign up free. Pricing Go to app Upgrade. How to get a chat transcript Justyna Kraszewska. There are a couple ways to go about getting the transcripts. Getting a transcript from Archives This is the most basic method that allows you to grab individual chat transcripts.

To get a chat transcript from Archives, follow these steps: Go to Archives and choose the chat you want to get transcript from. Click on the three dots in the top right to open the action menu.