Tickets & Conversations

jgsanders
Participant | Diamond Partner
Participant | Diamond Partner

How to automatically send chat transcript to internal email

SOLVE

Hello. I know that transcripts from closed chats are sent automatically to the client but, we were hoping to have a transcript sent automatically to an internal email for tracking purposes. I've spoken with HubSpot support and it seems like this is only possible manually so I thought I'd ask here before abandoning hope. Thank you! 

1 Accepted solution
TomM2
Solution
Key Advisor | Partner
Key Advisor | Partner

How to automatically send chat transcript to internal email

SOLVE

Hey @jgsanders it does look like this can only be manually triggered for each ticket at the moment unfortunately. I was trying to figure out if there's a way to automate this, but it looks like the chat transcripts aren't stored in an object that we can use in emails or workflows so the manual trigger is the only way. 

Tom Mahon
HubSpot Expert | Digital Marketing Specialist | Community Champion
HubSpark

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4 Replies 4
TomM2
Solution
Key Advisor | Partner
Key Advisor | Partner

How to automatically send chat transcript to internal email

SOLVE

Hey @jgsanders it does look like this can only be manually triggered for each ticket at the moment unfortunately. I was trying to figure out if there's a way to automate this, but it looks like the chat transcripts aren't stored in an object that we can use in emails or workflows so the manual trigger is the only way. 

Tom Mahon
HubSpot Expert | Digital Marketing Specialist | Community Champion
HubSpark

Book a meeting

Did my post help answer your query? Help the community (and me) by marking it as a solution.


DBrookes
Participant

How to automatically send chat transcript to internal email

SOLVE

can you store the transcript in an object so this can be achieved then ?

0 Upvotes
jgsanders
Participant | Diamond Partner
Participant | Diamond Partner

How to automatically send chat transcript to internal email

SOLVE

Yeah, that's what I was afraid of Tom. I appreciate your help though!!! Have a good one! 

jgsanders
Participant | Diamond Partner
Participant | Diamond Partner

How to automatically send chat transcript to internal email

SOLVE

I have not but I will definitely give that a try! Thank you so much! 

0 Upvotes