Closed Conversations

Overview

Closed Conversations provides a manager the capability to search through all closed messages for a specific conversation given the parameters entered.

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Additive Parameters

Note that parameter selections are additive, so any results must match all selected parameters. More parameters yields fewer results.

Conversations returned are listed on the right side of the page. Use the view button beside each conversation to preview the messages sent in the conversation.

Exporting Conversation Search Results

The conversation search results may be exported to a CSV file. Ensure that the displayed conversations are the results desired for the destination csv file. Note that the checkbox options of custom fields and transcript (conversation messages) are not included by default. Check these options to include them in the export. Click the Export Conversation Data button and note the warning. When the results file is generated, it will automatically download in the browser, to the default download location.