Conversation Export: Send Chat History via Email
B
Bernardo Gonzalez
Business Problem:
The current export feature only allows users to export conversation histories based on a specified time period. This limitation prevents users from directly selecting specific conversations or all conversations for an individual customer. As a result, users often have to export an entire history and manually sift through unrelated or unnecessary information to locate the particular conversations they need. This process is time-consuming and inefficient.
Desired Outcome:
Enable users to send the chat history via email at the end of a conversation. This feature should allow targeted exporting of specific conversations or all conversations with an individual customer, eliminating the need for extra filtering and manual effort.
Use Cases:
- Customer Service Wrap-Up: At the end of a conversation, customer service agents can email a detailed chat history directly to the customer or to internal stakeholders for documentation.
- Case-Specific Documentation: Users can select and email a specific conversation history for legal or compliance purposes without exporting unrelated conversations.
Workaround:
Currently, users must rely on the export feature to download the entire history for a selected time period and manually filter through it to find the relevant conversation(s).
N
Nabilah Binti Salleh
open
E
Eddie T
Yes please
P
Pascal O
This is a very important feature for us as we usually continue our sales funnel by email. Without being able to send chat transcripts to email, we have no way of getting chat transcripts out of Respond.io. Please look at this feature as a matter of urgency. Thank you!
I
Ivan Tinoco
We need this feature for the webchat. If not, the client loses the conversation if they change/erase the browser cookies/cache (for example when switching from one device to another)
Celil Çağlar ÖZLÜ
Hello. When the correspondence is finished, the system should send an automatic e-mail to both the customer and the agent. In addition, while the correspondence is in progress, the agent should be able to send the entire correspondence to himself as an e-mail whenever he wants. It should be able to do this on all channels.
Juan Villegas
Any response to this request?
Jerry (CEO)
Hey Juan Villegas: we will be looking at this feature soon, we are currently working on some other exciting improvements:)
Juan Villegas
This is required by us. thanks
C
Cuentas Ecuabots
Being able to export all conversations from all contacts in a given period would also be great
S
Soporte Sherpaxit
Cuentas Ecuabots: We Need the Same Thing
Jerry (CEO)
Merged in a post:
Send email to visitors
G
Genald Galicia
When we reply to visitors and they are not with the chat box anymore can you send an email that we have replied back to them?
A
Abi Tactaquin
We need this feature as lot of our clients are requesting for chat history to be emailed to them for reference. Thank you.
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