Emailing a Chat Transcript: Availability and Timing
Visitors can email themselves a copy of their conversation from the chat window menu. The option is on by default for every chat window, and each chat window can have its own on or off setting.
What visitors see
- If the chat has already ended, the transcript is emailed straight away.
- If the visitor asks for it while the chat is still going, Velaro confirms with "Your full transcript will be emailed to you when this chat ends." and sends the complete transcript once, when the chat ends. Asking again for the same address does not send a second copy.
- Agents can also email a conversation from Reports > Conversations or from Conversations > Transcripts. Chats that have ended send immediately. Chats that are still open send the complete transcript when they end.
Where to change it
- In the console: Chat Windows > Appearance > Conversation > Email transcript. Each chat window has its own switch.
- With Moshky: ask her to show or change the email transcript setting. She reads the current value for each chat window, shows you a before and after, and saves only after you confirm. The change is logged and can be undone by asking her to roll back that change.
- With the Velaro MCP server or CLI:
chat_window_set_email_transcript, orvelaro chat-window set-email-transcript <id> on|off|default. "default" follows the global default, which is on.
Good to know
- A chat window with its own on or off value keeps it. Only windows set to "default" follow the global default.
- The complete transcript never includes agent-only internal notes.
- If an email cannot be delivered the first time, Velaro tries again automatically.
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