After the conversation, chat history can be sent via email by several ways.
Sending chat transcripts manually
You can send a transcript directly from an open conversation.
To do this:
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Open the chat in the Inbox.
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Click the three-dot menu in the top-right corner.
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Choose one of the following options:
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Email transcript to client
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Email transcript to me
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This allows you to instantly send the full conversation history without closing the chat.
Manual sending is useful when:
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A customer specifically asks for a transcript
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You need to forward the conversation immediately
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You want to send a transcript before closing the chat
Sending chat transcripts automatically
You can also configure transcripts to be sent automatically when a chat is closed.
Go to Settings → Automations → Chat transcripts
There you can:
- Send transcripts to specific team email addresses (specify multiple addresses separated by comma)
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Enable automatic sending to customers when a chat is closed
Additionally you can hide HelpCrunch branding (if available on your plan) and choose a custom email domain the transcript emails will be sent from
Automatic sending ensures that every closed conversation is documented without manual action from your team.
