Emailing Chat Transcripts

An agent can Email a chat transcript immediately while an agent is in a chat with a visitor.

Under the Settings icon on the top-left side corner of the chat, click “Mail Transcript”.

The agent will receive a pop-up to enter an Email address where the chat transcript can be sent. Enter the Email and click  OK.

Chat transcripts can be sent to designated emails either automatically or manually as needed, such as for follow-ups or case sharing. You can also send a chat transcript to the visitor you chatted with upon request.

Once you click on the Mail Transcript a dialog box will appear, and you have to put the email address of the recipient so that they can receive the same chat transcript.

Finally you may also automatically sendi the chat transcript to pre-specified email addresses after the chat ends.

Follow the path: --->Settings--->App Settings--->Email Piping to turn on this feature and configure  email addresses. 


Table Of Content