FAQs in this section
Can I send a transcript to the client if needed?
Table of Contents
Yes, you can.
Follow these steps to send the transcript to a client:
Follow these steps to send the transcript to a client:
- Click the Main Menu.
- Go to the Essentials tab.
- Select the Web Chats module
- Select any chat record.
- In the Summary View, click the More icon beside the chat number.
- Click the Send Transcript icon.
- A mail compose window will open with the chat record attached as a PDF document.
- Enter the necessary details.
- Click Send.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment