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 will send a transcript of your conversation to the email of the user you are chatting with.
Send Individual Conversation Transcripts
Go to your inbox and select the conversation you would like to work with, then open up that contact's sidebar on the right hand side.
On the Contact card, you'll see a button with three dots that you can click on to select some actions like this!
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.
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.
Once you enter who you want to send the transcript to, click Send! 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:
1 .Find your playbook in the playbooks tab.
4. Finally, click the "Send me an email with all Bot Conversations"
Send Conversation Metrics
Tired of going through every conversation transcript? Try checking out our conversation reporting! You can access this by scrolling down on the Drift home page
If you run into any trouble or have any questions, let us know. We’re here to help!