How to view chat transcript after a session without reports

Forum|Forum|1 year ago
October 18, 2024
3 replies
260 views

Hopefully a simple answer that I haven’t figured out yet: How does a representative view the chat transcript for a session they were just in? Is it only by viewing reports, or are there quicker options?

Best answer by LayerZeroIssue

I could be wrong, but I don't believe there are any other ways to read the transcripts outside of the reporting section. At least, I've never seen any other way.

L

LayerZeroIssueAnswer

Rising Star

I could be wrong, but I don't believe there are any other ways to read the transcripts outside of the reporting section. At least, I've never seen any other way.

P

PhillC

BeyondTrust Employee

LayerZeroIssue is correct - outside of any integrations, the only place to check a chat transcript is through the reporting pages within /login. You can grant reps the ability to see only their own sessions/reporting data as well to allow this.

With some integrations, you may be able to view session data outside of this, like through SNOW, Outbound Emails, etc.