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Send Transcript Action

Enable your AI chatbot to send a copy of the conversation transcript to visitors via email.

The Send Transcript action enables your AI agent to send a copy of the conversation to the visitor via email. When invoked, it displays an email form where the visitor can confirm their address and receive the full conversation thread.

This action also enriches your Contacts – when a visitor provides their email to receive a transcript, it is automatically saved to their contact record.

How it Works

When a visitor asks for a copy of the conversation, your chatbot invokes the Send Transcript action and displays an email input form:
  • If the visitor’s email is already known (e.g., from a previous lead capture or identification), the form is pre-filled with their email so they can confirm with a single click.
  • If the visitor’s email is not known, the form is empty and the visitor enters their email address.

After clicking Send, the transcript is delivered to the provided email and the address is saved to Contacts. The visitor can also click Skip to dismiss the form.

Add a Send Transcript Action

1

Go to Tools & Actions

In your chatbot dashboard, click Configuration in the sidebar, then select Tools & Actions.

2

Click Add Action

Click the + Add Action button.

3

Search for Send Transcript
Type “Send Transcript” in the search field to filter the available actions.

4

Select Send Transcript

Click Add next to Send Transcript.

Configure the Action

1

Set Name and Description

  • Name: Give your action a descriptive name (e.g., send_transcript)
  • Description: Describe when the AI should use this action (e.g., “Use this action when the visitor asks for a copy or transcript of the conversation.”)

2

Set Response Messages
  • Submitted Message: Message shown after the transcript is sent (e.g., “The transcript has been sent to your email.”)
  • Dismissed Message: Message shown if the visitor skips (e.g., “No problem! Let me know if you need anything else.”)

3

Set Email Subject
  • Email Subject: The subject line for the transcript email (e.g., “Your conversation transcript”)

4

Save

Click Add Action to save your configuration.

Contact Enrichment

When a visitor provides their email address through the Send Transcript form, it is automatically saved to their contact record in your Contacts page. This gives you another way to collect visitor information without requiring a dedicated lead capture form.

Combine with Suggested Messages for a one-click transcript button.

You can create a Suggested Messages action with auto-generation disabled and add a manual message like “Send me a transcript of this conversation”. This gives visitors an easy one-click button to request a transcript after their first message.

Rate Limiting

To prevent abuse, transcript sends are limited to 3 per visitor per hour per chatbot. If a visitor exceeds this limit, they will see an error message asking them to try again later.

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