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Find a past conversation

Search every conversation your team has had, read its transcript and export it.

1 min read

History keeps every conversation, open or finished, with its messages, notes, rating and calls.

  1. Click History in the menu on the left.

  2. Type in Search messages…, or choose dates with the date picker. Use the column filters to narrow by channel, status, tags or calls.

  3. Click a conversation, or View transcript.

    You should see the Conversation Transcript, including internal notes.

From the transcript you can:

  • Click Open in Inbox to work on the conversation.
  • Click Export as text to download it.

Export many conversations

Section titled “Export many conversations”
  1. Set your search and filters.
  2. Click Export.
  3. Choose Download CSV for up to 10,000 rows straight away, or Email full export for everything, sent to your email.

Exporting needs permission to export conversations.

Teammates who can only see their own conversations see only those in History.