Turn on automatic chat transcripts in the conversations inbox

Last updated: March 14, 2025

Available with any of the following subscriptions, except where noted:

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 the conversations inbox:

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 Inbox.
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.
Select the Automatically send a chat transcript at the end of a chat checkbox.
You can also click the Send from dropdown menu to change the email address the chat transcript is sent from.

In the bottom left, click Save.

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Turn on automatic chat transcripts in the conversations inbox

Available with any of the following subscriptions, except where noted:

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