Exports

Export CSVs of livechats, tickets, or people.

Exporting livechats, tickets, or people requires the Lite plan.

Requires various user permissions to export, view, and download CSVs for livechats, tickets, and people.

Proto supports batch exporting of livechats, tickets, and people—including all messages, metadata, and custom fields—in CSVs customised to include desired content.

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Generate Export

In the Livechats, Tickets, or People dashboards:

1. In the table, select one or more item checkboxes.

2. Select Export [...].

3. In the opened menu, configure the export's contents:

   • Checkboxes for the respective livechat, ticket, or people fields to export.

   • Include transcript — toggles whether or not to include a livechat or ticket conversation's message or email transcript.

   • Timezone — the timezone with which transcript messages or emails are timestamped.

   • Send a copy to my email — when completed, the compiled CSV will be sent to the email address of your Proto user account.

Depending on the size and scope of an export, it can take minutes to hours to compile the CSV.

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Download Export

1. In the settings panel, select Exports. The opened exports table displays a permanent record of the generated exports from all users in the company.
2. Once an export has finished compiling as a CSV, its status will change from Pending to Completed. Once Completed, select the export's Download button.