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.

  1. Create or edit a chat window, as follows:
    1. In the Web Admin Center, go to Channels > Chat > Chat Windows.
    2. Select an existing chat window or click Create New.
  2. On the Post-chat form tab, select Allow customers to send themselves a transcript.
  3. If you want the transcript to be sent from a specific email address, enter the address under Send from this address.
    Note: You cannot change the title of the email that Digital DX sends to customers.
  4. Choose the email format:
    • Plain Text
    • HTML
  5. Save your changes.