Super admins and users with Account access permission can turn on automatic transcripts of your live chat conversations, which will be emailed to the contact who started the chat. The transcript will be sent after the chat is closed.
To turn on automatic transcripts in help desk:
- In your HubSpot account, click the settings settings icon in the top navigation bar.
- In the left sidebar menu, navigate to Inbox & Help Desk. Then, select Help Desk.
- Under the Ticket sources and routing section, select Channels.
- On the Channels tab, hover over the Chat channel and click Edit.
- Select an accent color.
- Click the Font dropdown menu to select a chat font.
- Toggle the Chat transcript switch on.
- In the bottom left, click Save.
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