Allow customers to send themselves a transcript
This feature is part of the chat window setup. A chat window controls the look and feel and advanced behavior of the interface that is opened when a customer clicks an associated button or link.
- Create or edit a chat window, as follows:
- At admin.bold360.com, go to Channels > Chat > Chat Windows.
- Select an existing chat window or click Create New.
- On the Post-chat form tab, select Allow customers to send themselves a transcript.
- If you want the transcript to be sent from a specific email address, enter the address under Send from this address.
- Choose the email format:
- Plain Text
- Save your changes.
Remember: To implement a chat window, you must associate it with a chat button.