Agents with access to a conversation can export its transcript directly from the transcript view for use outside Velaro — for a manual CRM update, a support ticket attachment, or any downstream system that needs the raw conversation data.

How to export

1. Open the transcript for the conversation.
2. Click Export at the top of the transcript view.
3. Choose a format: HTML, XML, or JSON.
4. Click Export to download the file.

The exported file contains the full message history, participant names, timestamps, and survey responses for that conversation.

Choosing a format

• HTML — a formatted, readable version of the transcript, suitable for printing or attaching to a ticket.
• XML — structured data for systems that consume XML.
• JSON — structured data for systems that consume JSON, including custom scripts, integrations, or a manual one-off import into a CRM or database. JSON export is an Enterprise feature.

All three formats contain the same conversation data.