Send chat conversation transcript to your customer

If your customer requested a conversation transcript or you would like to send it to yourself, here is what you need to do:

• Go to your inbox

• Near the 'Tag' feature click on the horizontal three dots in the header

• If you want to send the transcript to your email address, click on 'Send transcript to Me'

• If you want to send the chat transcript directly to the customer's email address, click on 'Send transcript to Customer'

• If you clicked on 'Send transcript to Me', there will be a default email address in the email field or you can enter a different one and then hit 'Send transcript'

• If you clicked on 'Send transcript to Customer', there will be a default email address in the email field or you can enter a different one and then hit 'Send transcript'

If a customer wants to receive the transcript right in the chat, we recommend you to send it to your email address, download it, and attach it as a file in the chat conversation in your inbox.

And this is how it's done. Easy!