A chat transcript in Zoho SalesIQ is the full text record of a chat conversation between a visitor and an operator (or bot). Transcripts are stored in Zoho SalesIQ for operator review and quality monitoring, and can be emailed to the visitor automatically at the end of the session.
Operators and administrators can review all chat transcripts from the chat history section in Zoho SalesIQ. Transcripts can be searched by visitor name, date, keyword, or operator. When chats are pushed to Zoho CRM, the transcript is attached to the contact or lead record for the sales team’s reference.
Regular transcript review is a core quality assurance practice in chat-enabled customer service. Managers can identify canned responses that are being overused, spot training gaps in how operators handle objections, and benchmark response quality against defined service standards.
Yes. SalesIQ can be configured to email the chat transcript to the visitor automatically when the chat ends. The visitor can also request a transcript during the chat by clicking a transcript link in the chat widget. Agents can manually send transcripts from the conversation view.
Chat transcripts are stored as part of the conversation record in SalesIQ and are accessible to agents and supervisors through the conversation history. The retention period depends on the SalesIQ plan and data retention settings configured by the account administrator.
Aaxonix is a certified Zoho implementation partner based in Pune. Architecture-first, no surprises.