How to export conversations?

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There are several ways how to export data from Smartsupp to your CRM, helpdesk, or another system.

 

1.Exporting conversations from history in PDF

You can easily export particular conversation from the history in PDF, just by clicking on the Export to PDF(1) button.

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2. Export data in XML

We can export you the history of conversation in the XML format for any given time period. If you are interested in the export, please contact us at support@smartsupp.com and provide us with your Smartsupp registration email, and the time period for which you want to have the conversations exported.

3. Send conversation transcripts to your email

In case you have an email address associated with your CRM/helpdesk, we can set sending all newly finished chat conversations to that email address. This way you will have all chat communication including visitor info in your system. Simply send us the email address where you want to send all chat communication and we will set it up.

4. (More sophisticated way) API export

To export data in a format ready for further processing. In other words, we will export all raw data to your server. There you can process them using your script (e.g. filter out email addresses and work with them separately). You can then import the processed data to your system. This export requires some development work on your side. For a developer, it’s a few hours of work. Just send this link to your developers:
https://docs.smartsupp.com/examples/export-to-3rd-party-system/