Exports
Export CSVs of livechats, tickets, or people.
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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.
Proto supports batch exporting of livechats, tickets, and people — including all messages, metadata, and custom fields — as CSVs.
In the Livechats, Tickets, or People dashboards:
Select one or more item checkboxes in the table.
Select Export [...].
Configure the export contents:
Field checkboxes
Select which fields to include in the export.
Include transcript
Include the message or email transcript for livechats and tickets.
Timezone
Timezone used to timestamp transcript messages or emails.
Send a copy to my email
When complete, the CSV is sent to your Proto account email.
Depending on size and scope, compiling an export can take minutes to hours.
The Tags field in an export only includes tags directly assigned to a livechat, ticket, or person. Tags applied only through an assigned tag group are excluded from the CSV.
Go to Settings → Teamspace → Exports. The table shows a permanent record of all generated exports from all workspace users.
Once an export status changes from Pending to Completed, select its Download button.
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