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At the end of this page, you have a CSV or JSON file with one row per conversation and one column per selected field.

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Before you start

Before you start, sign in to the dashboard and select the organization you want to work in.
  • Your role must be Admin or Auditor. Other roles do not see the Export data button. See Roles and permissions.
  • Know which environment you want. Live conversations and test conversations export separately.

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Open the Export data dialog

1

Open the agent's Activity page

From the agent builder, open Activity. The header ends with the Export data button. See Watch conversations for the rest of the header.
2

Pick Live or Test in the source picker

The export follows the environment of the selected source. Choosing Live exports live conversations, while Test · Published flow and every Draft entry export test conversations.
3

Select Export data

The dialog title reads Export data followed by the agent name. The subtitle repeats the environment and your timezone.
Export data dialog with the CSV and JSON toggle, date range, All conversations filter, Columns list grouped by namespace, and the sample preview pane

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Choose the format, date range, and filter

The dialog has its own date range. It starts at the current month, not at the range on the Activity page.
1

Toggle CSV or JSON

The format toggle sits at the top right of the dialog. CSV is selected by default.
2

Set the date range

Use the date range control under the title. Only conversations started inside the range are exported.
3

Pick a completion filter

The filter select offers All conversations, Completed, and Incomplete.
4

Read the match counter

The right side of the same row reads, for example, 1,240 conversations match. This count is what the export contains.

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Select columns

The Columns list on the left groups fields by namespace. Every column is selected when the dialog opens.
  • The meta group holds conversation fields such as Started on, Status, Channel, Duration (minutes), Escalated, and CSAT.
  • The response group holds one column per gambit that stores a variable, labeled with the gambit name.
  • The agent, api, and post groups hold AI agent replies, API call results, and post-API results per gambit.
  • The enduser, utm, system, flow, url, and trigger groups hold end user, campaign, and page data.
1

Expand a group and tick columns

Select the group name to expand it. The counter next to the name reads, for example, meta · 5/8. The group checkbox selects or clears the whole group.
2

Toggle the whole list or search it

One button toggles the whole list. It reads Select all, or Clear all once every column is ticked.Type in Search columns… to filter by column name or gambit name. When nothing matches, the list reads No columns match.
3

Check the sample preview

The right pane, Sample preview · latest 5 conversations only, renders your selection in the chosen format. It reads Select at least one column until you tick one column.
Hold the pointer over Duration (minutes) to see its hint. It measures time from conversation start to last activity. Columns that are empty for every exported conversation are left out of the finished file. Selecting a column does not guarantee that it appears when no conversation captured a value.

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Generate the export

An export is capped at 100,000 conversations. Above the cap, Generate export fails with a message that asks you to narrow the date range, and nothing is exported.
1

Select Generate export

The button repeats the count and format, for example Generate export (1,240 · CSV). It reads Starting… while the export starts.
2

Read the confirmation

The dialog closes. A toast confirms that the export started and that a download follows when it is ready.
If the export cannot start for another reason, a toast reads Could not start the export. Check your connection and try again.

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Download from the Tasks panel

The export runs in the background, so you can keep working. Progress shows in the tasks tracker at the bottom of the main sidebar, next to your profile menu. A spinner and a running count appear while an export is active.
  • Open the tracker to see the Tasks panel. A running export shows a progress bar and a count such as 640/1,240, then Finishing….
  • When the export finishes, a toast reads Conversation export ready. If the dashboard tab is visible at that moment, the file downloads on its own.
  • The finished row keeps a Download button, so you can save the file again later. The file is named Conversation export.csv or Conversation export.json.
  • A failed export shows its reason in red under the title. Select Dismiss on one row, or Clear to remove every finished task.
The Tasks panel open above the sidebar tracker, holding a finished export row with a row count and a Download button, and a second background job that failed with its reason in red
The panel lists every background job, not only exports, so a segment count or another long task can appear beside your export.
Each Download creates a short-lived signed link. If the link times out before the file saves, a toast reads Download link expired. Select Download again to get a fresh link.

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Export a single transcript

To send or download one conversation as a transcript instead of a data file, use the Conversations page. Open the conversation, select More actions, then Send transcript. See Share a transcript.

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Verify

Open the Tasks panel and select Download on the finished Conversation export row. The file contains one row per matched conversation and one column per selected field that holds data.