Export Conversations as CSV
- Navigate to Chat History in the sidebar
- Apply filters to narrow the data (date range, agent, CX Score, topics, etc.)
- Click the Export button in the page header
- A CSV file downloads with all filtered conversations
Exports are limited to 10,000 records. Apply filters to stay within this limit.
Export Feedback as CSV
- Navigate to Feedbacks in the sidebar
- Apply filters (date range, issue type, admin status, reviewer, etc.)
- Click the Export button
- A CSV file downloads with all filtered feedback entries
Export Tickets as CSV
- Navigate to Tickets in the sidebar
- Apply filters as needed
- Click the Export button in the page header
- A CSV file downloads with the full ticket list (not limited by pagination)
Export Dashboard Card Data as CSV
On the Knowledge tab of the Dashboard, each card has a download button:
On the Tickets tab, the Top Requesters and Top Organizations tables also have download buttons that export the full list beyond the top 10 displayed.
- Navigate to Dashboard and select the relevant tab
- Click the download icon on the card header
- A CSV file downloads with the complete dataset for that card
Export Dashboard as PDF
Every dashboard tab supports PDF export:- Navigate to Dashboard and select the tab you want to export
- Apply any filters (time range, agent, organization)
- Click the PDF export button in the dashboard header
- A PDF is generated containing all visible charts and metrics for the current tab
Combining Exports for External Analysis
For reporting in spreadsheets or BI tools:- Weekly quality report — Export conversations filtered by last 7 days, import into a spreadsheet, create pivot tables by CX Score range and agent
- Knowledge gap analysis — Export the Knowledge tab’s Top Shared Documents, cross-reference with feedback export filtered by “Information Not Found” to find topics users ask about but the knowledge base doesn’t cover well
- Ticket volume tracking — Export tickets monthly, compare volumes and top requesters over time
Related Features
- Conversations - Filter conversations before exporting
- Feedback - Filter feedback before exporting
- Knowledge Analytics - Dashboard card exports
- Performance Dashboard - PDF export for all tabs
