Sending conversation transcript via email

Table of contents

Sending Emails #

Once the End user has provided their e-mail id through the conversation, Agent can send the chat conversation in email to the customer. The email ID will be listed against the name of the Customer in the details window. The email ID will be automatically added to the Contacts also.

Click on the 3 dots on the top right hand side of the screen. There is an option to send transcript. Click on it.

A screen opens up with first option as ‘Send the transcript to the customer’, second option as ‘Send the transcript to assigned agent’ and third option as ‘Send the transcript to another email address’.

By selecting second option, and giving the email Id of the end user, the chat transcript can be send to the customer. An email can be send to agent by selecting second option. Lastly, email can be send to another email address by third option.

Click on Submit. A message will be displayed “The chat transcript was sent successfully”. The End user will recieve the chat transcript in his email inbox.

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Updated on October 3, 2022

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