Export and Email Live Chat Conversation Transcripts

Agents can export or email live chat conversation transcripts.

Exporting a Conversation

To download a conversation as a text file:

1. Open the chat conversation you want to export.
2. Click the Export icon at the top of the conversation panel.
3. A .txt file will be downloaded automatically.

Emailing a Transcript

Transcripts can be emailed to either the requester (customer) or yourself (agent).

Note: Images and attachments are included as downloadable links in the email.

To the Requester

1. Open the conversation.
2. Click the three-dot menu in the top-right corner.
3. Select Email Transcript to Requester.
4. The transcript will be sent to the customer’s registered email address.

To Yourself

1. Open the conversation.
2. Click the three-dot menu in the top-right corner.
3. Select Email Transcript to Myself.
4. The transcript will be sent to your registered email address.

Required Permissions

To export or email transcripts, agents must have the following permissions enabled in
Admin > Roles and Permissions > Chat:

• Export Conversation – Allows downloading conversations as text files
• Email Transcript to Self – Allows sending transcripts to own email
• Email Transcript to Requester – Allows sending transcripts to the customer

For a full overview, see the BoldDesk Permissions Guide.

See also

• Customizing Feature Settings in Your Live Chat Widget