Exporting Chatlio transcripts

If you want to integrate your own systems more tightly with Chatlio, one option is to build a webhook and configure Chatlio to use it.

If you want your chat transcripts to be imported into 3rd party systems (eg. Salesforce, Zendesk, etc), you can use a service like Zapier with the Chatlio webhook, or forward from your own webhook endpoint.

When you have finished a conversation in Slack with a visitor to your site you can use the send-to-webhook Chatlio command to trigger a post over HTTP to your webhook. Chatlio will format the chat transcript along with some useful metadata as JSON.

If you want this behavior to be automatic, here is what to do:

Open the Chatlio dashboard.
Select the widget from which you wish to have transcripts emailed.
On the Behavior tab, find the “Webhooks and post-chat actions” section.
If you want to send the transcript to a webhook, add your webhook URL and check whether you want to send the transcript to the webhook automatically or not.
If you want to send the transcripts to an email, add your email and check the “Enabled” checkbox below.

Example of the JSON payload sent to the webhook:

{
  "agentEmail": "[email protected]",
  "agentName": "Some One",
  "archiveUrl": "https://yourcompany.slack.com/archives/cl-tiger128",
  "extraData": [
    "extra",
    "stuff",
    "here"
  ],
  "channelId": "C03FVS2UR",
  "channelName": "costa-mesa-california-us-133",
  "conversationUUID": "e3d1800d-2d9e-4966-4500-9ff986cfa197",
  "endedAt": "2018-05-19T18:14:32.000026941+02:00",
  "htmlBody": "<HTML output of transcript will be in here, useful for simply display chat conversation in external system that accepts HTML>",
  "textBody": "<Text output of transcript will be in here, useful for simply display chat conversation in external system that accepts plain text messages>",
  "messages": [
    {
      "text": "Hi! I love your webhooks!",
      "ts": "1469725409.000005",
      "sentAt": "2016-07-28T19:03:29.000005006+02:00",
      "userId": "",
      "username": "costa-mesa-california-us",
      "isVisitorMsg": true
    },
    {
      "text": "Great, thanks for letting us know!",
      "ts": "1469725427.000007",
      "sentAt": "2016-07-28T19:03:47.000006914+02:00",
      "userId": "U0N2GKA2G",
      "username": "Some O.",
      "isVisitorMsg": false
    }
  ],
  "startedAt": "2015-07-19T14:38:15.560106+02:00",
  "visitorEmail": "",
  "replyToEmail": "[email protected]", // We use the visitor email here if we have it.
  "visitorName": "costa-mesa-california-us-133",
  "visitorTraits": {
    "current_page": "http://yourcompany.com/the-shop",
    "time_on_page": "30min",
    "logged_in": "false"
  },
  "visitor": {
    "email": "",
    "UUID": "2b959179-d06f-4fec-9c6e-1c98468d1d63",
    "name": "",
    "identUserId": "",
    "identTraits": "",
    "userAgent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_11_5) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/54.0.2809.0 Safari/537.36",
    "handle": "costa-mesa-california-us-133",
    "currentPage": "http://chatlio.com/docs",
    "referrerURL": "",
    "createdAt": "2016-07-28T19:03:11.080407+02:00",
    "IPAddress": "64.145.94.51",
    "location": "Costa Mesa, California, United States"
  },
  "slackTeamID": "T0N1FQTOD"
}

Exporting Chatlio transcripts

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