Send the conversation transcript via email to customers and agents
[AVAILABLE ONLY ON FRESHCHAT FOREST & ESTATE PLANS]
Allows agents to send the conversation transcript either to themselves or to the customer.
This is a handy tool to have when your customer asks for the conversation to be sent via email.
It saves time and keeps your customers happy.
There are 2 options while sending the transcript:
➤ Until resolution - transcript will contain most recent messages until it was last resolved.
➤ Full conversation - transcript will contain all the messages in the conversation.
The limit to number of messages sent in a conversation is 200.
➤ To install Email Transcript
On your Freshchat dashboard, on the left-side menu, navigate to Apps.
Search for Email Transcript and install the app.
➤ Configure Settings
Once the app has been installed, go to the app settings.
Enter the Freshchat Domain and API Key and click Verify.
In any conversation, click on the @ icon below the message editor to open the Email Transcript dialog.
The Email Transcript dialog shows you details of the customer and yourself.
Click Send Email to send the conversation transcript via email.
The transcript sent to the customer will contain only the conversation messages.
Whereas, the transcript sent to the agent will contain private notes and system messages as well.