When I get a chat that is not a sales chat I need to get the information to someone else, it would be easiest if I could email the transcript to them directly or if it was somewhere in Hubspot I could send them the link. As it is set up right now the only person who can see that I chatted with someone is me, and it doesn't even show up in the persons profile.
Hi all! I'm very pleased to announce that we now have the ability to manually send a chat transcript email to any contact in your portal. From the top of the chat thread > More drop down > "Send chat transcript" > Modal opens where you can select email to send to. If you are looking for something more robust (I saw some comment here about exporting), please file new posts with details about your use case and what you'd like to see so we can gauge interest and keep you updated on any work in that direction 🙂
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