From History tab inside the dashboard, you can review details about your visitors and chats, like in the example below:
Note that for Lite plans, History is only available for the past 30 days. All other plans include unlimited storage.
To search for chats
- Enter a search term in the drop-down field to search for chats.
- Click the arrow next to the field to enter advanced search criteria, like in the example here:
- Click Search.
To export chat details to a CSV file
- From the dashboard, select History.
- Select the chats you want to export.
- Click the Actions drop-down menu.
- Select Export chat details.
- Enter email addresses to send the CSV file to in the window that appears. Note that you can only export chat details to agents in the same account. The Recipients field is case sensitive so the email entered must exactly match the one listed on the agent's Chat profile.
- Click Send. The CSV file will be emailed to the addresses entered.