Data Export & Transcript Download

Velaro provides several ways to export your data — individual conversation transcripts, bulk CSV exports of conversation history, contact records, and report data. This guide covers all export options and how to access them.

Exporting Individual Transcripts

To export a single conversation:

1. Open the conversation in the Inbox or Conversation History.
2. Click the ⋮ (More) menu in the top-right of the conversation.
3. Select Export Transcript.
4. Choose format: PDF (formatted, suitable for customers) or JSON (structured, for integrations).
5. The file downloads immediately.

Bulk Conversation Export

1. Go to Reports → Conversation History.
2. Apply date range and filter by team, channel, agent, or bot.
3. Click Export → CSV.
4. For large exports (>10,000 conversations), the export is processed in the background and emailed to you when ready.

The CSV includes: conversation ID, start time, end time, channel, team, agent, visitor name, contact ID, CSAT score, resolution status, and a link to the full transcript.

Contact Export

1. Go to Contacts.
2. Apply any filters (e.g., created date, tag, CRM source).
3. Click Export → CSV.

The export includes all standard fields plus any custom fields defined in Settings → Custom Fields.

Report Data Export

Every report in Reports & Analytics has an Export button that downloads the displayed data as a CSV. For scheduled reports, configure delivery under Reports → Scheduled Reports — reports are sent automatically to specified email addresses on a daily, weekly, or monthly schedule.

API-Based Export

For automated data pipelines, use the Velaro REST API. Key endpoints:

• GET /api/conversations — paginated list with filters
• GET /api/conversations/{id}/transcript — full message history for one conversation
• GET /api/contacts — paginated contact list with filters
• GET /api/reports/summary — aggregated report data

All API calls require a bearer token or API key. See the REST API guide for authentication details.

Data Retention

Velaro retains conversation data according to your plan:

To request extended retention or early deletion for GDPR compliance, contact support@velaro.com.

GDPR and Data Deletion

To delete all data for a specific contact (right to erasure):

1. Go to Contacts → [Contact Name].
2. Click ⋮ → Delete Contact & All Data.
3. Confirm. This permanently removes all conversations, transcripts, and personal data associated with that contact and cannot be undone.