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Can I send a transcript to the client if needed?

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Yes, you can.

Follow these steps to send the transcript to a client:
  1. Click the Main Menu.
  2. Go to the Essentials tab.
  3. Select the Web Chats module
  4. Select any chat record.
  5. In the Summary View, click the More icon beside the chat number.
  6. Click the Send Transcript icon.
  7. A mail compose window will open with the chat record attached as a PDF document.
  8. Enter the necessary details.
  9. Click Send.
To know more about Web Chats, click here.
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