Exporting Conversations
Export conversation data for reporting, compliance, or record-keeping. You can download bulk CSV exports or copy individual conversations as markdown.
CSV Export Formats
Two CSV formats are available:
Basic (Conversations)
One row per conversation with summary data:
| Column | Description |
|---|---|
| ULID | Unique conversation identifier |
| Advocate Name | Full name of the advocate |
| Advocate Email | Advocate’s email address |
| Prospect Name | Full name of the prospect |
| Prospect Email | Prospect’s email address |
| Prospect Phone | Prospect’s phone number |
| Status | Pending, Active, or Closed |
| Messages Count | Total number of messages |
| Tags | Semicolon-separated conversation tags |
| Created At | When the conversation started |
| Closed At | When it was closed (if applicable) |
| Last Message At | Timestamp of the most recent message |
With Messages
One row per message across all conversations. Includes the conversation context (advocate name, prospect name, status) plus:
| Column | Description |
|---|---|
| Message Sender Type | Advocate or Prospect |
| Message Sender Name | Who sent the message |
| Message Content | The actual message text |
| Message Sent At | When the message was sent |
Where to Export
From the Conversations Page
- Go to Conversations
- Optionally use search or filters to narrow results
- Click the Export CSV dropdown in the top-right corner
- Select Conversations (basic) or With Messages
- The CSV downloads with only the currently displayed conversations
From Settings
- Go to Settings > Conversations
- Click Download next to the desired format
- The CSV downloads with all conversations in your community
Exporting from the Conversations page respects your active search and filters. Exporting from Settings always includes all conversations.
Markdown Export (Single Conversation)
Export an individual conversation as a formatted markdown document:
- Open a conversation
- Click the More Actions menu (three-dot icon) in the Messages header
- Choose Copy as Markdown to copy to your clipboard, or Download as Markdown to save as a file
The markdown includes conversation metadata (status, dates, message count) and a full transcript of all messages.