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How to export chat transcripts for your records

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Question
How do I export chat transcripts for my records?

Answer

LiveHelpNow makes past chat transcripts available for you to view for 90 days.

If you’d like chats saved longer for your records, there are a number of ways to export them:

  • Email transcripts- You can have every chat transcript sent to you by entering an email address in Admin panel > Chat System > Customization > Chat window. Scroll down to Customize post-chat workflow (Email transcripts).
    You may want to create a new email account just for storing past chat transcripts. This feature also integrates with any CRM system.

  • Chat transcripts export- All LiveHelpNow reports can be exported in Microsoft Excel formats. Chat transcripts are exported as .xml files. The ‘chat transcripts export’ report is found in Admin panel -> Analytics tab -> Chat System.

  • API integration- with the help of a web developer, you can configure LiveHelpNow Eventing API to ‘push’ a variety of LiveHelpNow account data (including chat transcripts) to your CRM system in real-time.

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Views: 14227 Created on: Aug 21, 2012
Date updated: Sep 13, 2014

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