View previous chats and download chat transcripts

This section explains how agents and end-users can view previous chats. It also explains how end-users can download chat transcripts.

View previous chats in the agent adapter, web SDK, and mobile SDKs

If your administrator has configured it, agents and end-users can see previous chat interactions during a chat. Agents see previous chats in the chat adapter, and end-users see them in the web SDK and mobile SDK widgets. For more information, see Enable the display of previous chat interactions .

Chat history in the chat adapter

The following is an example of chat history in the chat adapter:

The chat history in the chat adapter.

Chat history in the web SDK

The following is an example of chat history in the web SDK widget:

The chat history in the web SDK.

Chat history in the mobile SDKs

The following is an example of chat history in a mobile SDK widget:

The chat history in the mobile SDK.

Download chat transcripts using the web SDK and mobile SDKs

If your administrator configures it, an end-user can download a chat transcript using the web SDK or the mobile SDKs. They can do this during a chat session or after a chat session has ended. The option to download a chat transcript is available only after the agent and the end-user have both sent at least one message.

Download a transcript during a chat session

To download a transcript during a chat session, the end-user does the following:

  1. In the chat pane, the end-user clicks More, and then clicks Download transcript.

    The Download transcript option in the chat pane.

  2. The end-user chooses a download location on their device.

When an end-user downloads a chat transcript during an active chat session, the transcript includes the messages that were exchanged up until the time that it was downloaded. To get a transcript of the entire session, the end-user must wait until the session is completed to download the transcript.

Download a transcript after a chat session is completed

If CSAT is enabled, a CSAT rating dialog appears at the end of a chat. The end-user can download a chat transcript from the Thank youdialog that follows the CSAT rating dialog. If CSAT isn't enabled, the end-user can download a chat transcript from the chat pane.

Download a transcript when CSAT is enabled

To download a transcript when CSAT is enabled, the end-user does the following:

  1. In the CSAT rating dialog that appears when a chat session is completed, the end-user provides a CSAT rating. A Thank you!dialog appears.

  2. In the Thank you!dialog, the end-user clicks Download Transcript.

    The CSAT Thank you! dialog.

  3. The end-user chooses a download location on their device.

Download a transcript when CSAT isn't enabled

To download a transcript when CSAT isn't enabled, the end-user does the following:

  1. In the chat pane, when the chat is completed, the end-user clicks Download transcript.

    The chat pane when the chat is completed.

  2. The end-user chooses a download location on their device.

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