Contents
How do I save a chat transcript in Salesforce?
You can attach standard or custom records to your chat transcripts.
- While chatting with a customer, click. to attach a record to the transcript.
- To search for an existing record: Click the search icon (
- To create a new record: Click the create icon (
- If prompted, click Save.
How do I recover my live chat?
Go to Archives and choose the chat you want to get transcript from. Click on the three dots in the top right to open the action menu. Select Send transcript from the menu. Enter your e-mail.
What is a chat transcript?
A chat transcript is a record of a chat between a customer and an agent. Salesforce automatically creates a transcript for each chat session.
How do you get transcripts from Imessage?
However, if the messages only exist on your Mac, you can hover your pointer over any conversation bubble and it will show you the date and time it was sent or received at. You can screen shot this information one conversation bubble at a time by selecting the key combination: Shift, Command, and 5.
Is YouTube Live chat saved?
Watch your YouTube Live streams come alive on-demand, as live chats are now saved on YouTube.
How do I get chat transcripts?
In a Finder window, start typing chat in the field; the option Chat transcript will appear. Click that, and the Finder window will show all matching transcripts. You can then add a contact’s name to your search terms to drill down more precisely.
How do I deactivate my agent Link on LiveChat?
This might come in handy when all your teammates have already joined LiveChat and you want to make sure that the link will not get into the wrong hands. To deactivate your current link, head to the Agents section and select the Share invite link option from the +Add dropdown. You’ll see a window with your current invitation link.
What happens if I change my email address on LiveChat?
Then the account set up for the old email can be deleted. Note that, agent’s email address cannot be changed. If an agent needs to change the login email, owner or administrator will need to add a new agent account in the Agents section. Then the account set up for the old email can be deleted.
Do you need to invite your teammates to LiveChat?
If you are planning on using your LiveChat in a team, you will need to invite your teammates. You can do it either manually or through an invitation link. Creating a profile for each teammate not only lets you track individual statistics but also group agents based on their skills and tasks.
Can you change the email address of an agent?
Note that, agent’s email address cannot be changed. If an agent needs to change the login email, owner or administrator will need to add a new agent account in the Agents section. Then the account set up for the old email can be deleted. Note that, agent’s email address cannot be changed.