You can export any conversation as a PDF directly from the conversation view. This is useful for keeping records, sharing threads with your team, or archiving resolved tickets.
Steps
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Open the conversation you want to download.
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Click the three dots at the top right of the conversation.
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Click Download PDF.
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The PDF will be generated and downloaded to your device automatically.
What's included in the PDF?
The PDF includes every message between the customer and your team, with the sender's name and the time it was sent. PNG and JPEG images are shown in the PDF.
Private notes, activity lines such as assignments and status changes, and attached files that aren't images are not included.
Need help?
Can't find the option? Press Cmd + K (Mac) or Ctrl + K (Windows) and type "Download PDF". If it isn't listed there either, or the download fails, contact support from the chat inside the app and we'll check your account.
Send it by email instead
In the same three-dot menu, Send transcript emails a copy of the conversation. You can send it to the customer, to the assigned agent or to another email address.