Sending Conversation TranscriptsLast Updated: July 03, 2018
Finished a conversation and want to send the transcript to the customer you were chatting with?
Drift allows you to send a transcript of your conversations directly through the conversations interface!
The Send Chat Transcript transcript will send a transcript of your conversation to the email of the user you are chatting with.
The Send Chat Transcript will only appear if the email of the user is known (an email cannot be sent if the user is anonymous)
Send Individual Conversation Transcripts
Enter your Conversations page and select the conversation you would like to work with. On the top of this page there is a small gear settings button. Click this button.
Select Send Chat Transcript
From the drop down menu that appear, select Send Chat Transcript.
If this option is not available, the user you are chatting with may not be known
Select Who Will Receive the Transcript
When you click Send Chat Transcript, a window will take over your screen. In the text field it will default to the email of the person you are having a conversation with.
If you want to send it to someone else, click the small X next to their name or the X to the far right of the textfield in order to clear the entire field.
To send it to someone on your team click the downward facing arrow on the far right of the text field or type someone's name.
To send it to someone outside of your team, simply write their email in the text field.
You can enter multiple third parties in to the text field to send the transcript to multiple people.
Once you enter who you want to send the transcript to, click Send Transcript! A green banner should appear on the top of your page confirming that the transcript was sent automatically!
Send Bot Conversations
Users also have the option to go in and export any conversation had through a playbook! Follow the steps below to do this:
We are taking the interaction between the site visitor and the bot - if a human jumps into the conversation that information will not be exported.
1 .Find your playbook in the playbooks tab.
4. Finally, click the "Send me an email with all Bot Conversations"
Send Conversation Metrics
If you run into any trouble or have any questions, let us know. We’re here to help!