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How to view chat transcript after a session without reports

  • October 18, 2024
  • 3 replies
  • 158 views

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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.

 

3 replies

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  • Rising Star
  • Answer
  • October 18, 2024

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.

 


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  • BeyondTrust Employee
  • October 21, 2024

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.


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  • Author
  • Veteran
  • October 21, 2024

In theory you could probably write a utility with the API to do this. I might end up doing that if there is enough demand from the main technicians. 

 

Thanks!