Conversation Transcripts

Conversation Transcripts

Quick tricks: Go into conversations, click on the conversation you want, press download button, open PDF of transcript.

There are many reasons why you might require a transcript of a conversation.  You can export a PDF of a specific conversation from within the conversation screen.

Step 1) Click into the conversation screen and locate the conversation you want.  Then click the download arrow.



Step 2) Click here to open your PDF.  You will be given 30 seconds to open your download, after this time the download will expire.



Step 3) The transcription of the conversation will be displayed as a PDF.



Remember you can also view all conversations within the reports section.

    • Related Articles

    • Open conversations on a deleted queue

      If a queue is deleted and a customer replies late, the reply will be delivered but it will not show on a queue in the conversation screen (it will only show on the database) - but conversations can be shown if searched for on the search bar and also ...

    • Unable to view conversations in my queue

      If you are unable to view conversations within a queue that you have access to, try shutting down your browser and re-logging into the system.

    • Setting A Conversation Status

      Set a status either from within the conversation pane, by clicking on the 3 dots in the left hand view, clicking set status then selecting the status you want or alternatively have a bot set the status as required through using a Set Status step type ...

    • Unassigning Conversations

      Quick Trick: Click into conversation, press 3 dots to preview and select Unassign Conversation. When a conversation has been assigned to a user, other users within the same organisation can't see the conversation.  This prevents duplication of work.  ...

    • Typeform Conversations - Reopen on submission

      When a Conversational Form is submitted to a conversation that has already been closed, the conversation will now reopen. Using the Webio integration with Typeform, you can add the power of conversational forms to your automated and agent ...