💬Export Messages from a Conversation in the Client Workspace

You can export a copy of all messages from a client conversation directly from the Client Workspace. This is helpful when you need to keep records, share conversations outside the platform, or save a complete conversation history for reference.

📍 Where this happens

Exports are available in the Conversation panel within a client’s Client Workspace.

🧭 How to export conversation messages

1. Open a client from My Client List.
2. Go to Client Workspace.
3. In the Conversation panel, select the conversation you want to export.
4. Click the three-dot menu in the top-right corner of the Conversation panel.
5. Select Export as Text (.txt).

The system will download a .txt file containing the full conversation history.

📄 What’s included in the export

The exported .txt file contains a complete, readable backup of the conversation, including:

• Conversation details, such as:
  • Conversation ID
  • Company name
  • Backup date
  • Total message count

• Every message in the conversation, listed in chronological order

  For each message:

  • Date and time sent
  • Sender name
  • Sender email address
  • Message content (when available)

Messages that don’t contain text are still included and labeled as (No content), ensuring the conversation history remains complete and accurate.

✅ Good to know

• Exports are available for individual conversations only.
• The file downloads immediately to your computer.
• Attachments are not included in the text export.
• Files shared in the conversation remain available in Recent Files.
• This option is available only in the Client Workspace (not in the Internal Workspace).