Sending Conversation Transcripts
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.
Here’s how to Send 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.
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.
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!
If you run into any trouble or have any questions, let us know. We’re here to help!