Exporting Conversations¶

Export your conversation history to HTML files for analysis, archival, compliance, or sharing.

The Export dialog lets you select an assistant and time range, then download HTML archives of conversations.

Overview¶

The export feature creates downloadable HTML files containing your conversation history. Exports include:

Complete message threads
User and assistant messages
Timestamps and metadata
Conversation summaries (when available)

When to Export¶

Regular Backups: Monthly exports ensure you have records regardless of retention policies
Compliance Requirements: Maintain conversation records for regulatory or legal requirements
Performance Analysis: Review conversation quality and patterns over time
Training Materials: Create example conversations for team training
Stakeholder Reports: Share conversation performance with management

How to Export¶

Step 1: Open Export Dialog¶

Go to Conversations in the sidebar
Click the Export button (download icon) in the toolbar
The export dialog opens

Step 2: Configure Export¶

Select Assistant: Choose which assistant's conversations to export. Each export covers one assistant.
Time Range: Enter number of days to include (1-365). Examples: - 7 - Last week - 30 - Last month - 90 - Last quarter

Step 3: Start Export¶

Click Start Export
The export job begins processing in the background
A confirmation message appears
The export will appear in "Available Exports" when ready

Processing Time

Small exports (few conversations): Seconds
Medium exports (dozens): 30-60 seconds
Large exports (hundreds): 1-2 minutes

Step 4: Download¶

Wait for the export to appear in the list (refreshes automatically)
Click Download to save the HTML file
Or click Open to view in browser first

Managing Exports¶

Available Exports List¶

Your recent exports show:

Filename: conversations_{assistant_id}_{timestamp}.html
Date created: When the export was generated
Assistant: Which assistant's conversations (shown as badge)
Actions: Download, Open, Delete

Export Limits¶

Limit	Value
Maximum exports	20 per user
Retention period	30 days
Time range	1-365 days

When you reach 20 exports, older ones are automatically deleted.

Deleting Exports¶

Click the Delete button (trash icon) to permanently remove an export. This cannot be undone.

Using Exported Files¶

Opening the HTML File¶

Locate the downloaded file (usually in Downloads folder)
Double-click to open in your default browser
Or right-click > Open With > choose browser

What's Included¶

The HTML export contains:

Header: Assistant name, export date, time range
Conversations: All conversations from the period
Messages: Complete message history for each
Metadata: Timestamps, channel info, basic statistics

Exported HTML files include summary statistics, searchable threads, and formatted message history.

Converting to PDF¶

If you need PDF format:

Open the HTML file in Chrome or Firefox
Press Ctrl+P (Windows) or Cmd+P (Mac)
Select "Save as PDF" as the destination
Click Save

Printing¶

The HTML is styled for both screen viewing and printing:

Open in browser
Print (Ctrl+P / Cmd+P)
Select your printer
Print

Use Cases¶

Monthly Performance Review¶

Workflow: 1. At month end, export last 30 days 2. Review conversation quality 3. Identify common questions 4. Note areas for improvement 5. Store for records

Team Training¶

Workflow: 1. Export conversations with good examples 2. Annotate successful interactions 3. Share with team members 4. Discuss best practices

Compliance Records¶

Workflow: 1. Export on a regular schedule (monthly/quarterly) 2. Store in secure location per policy 3. Maintain audit trail 4. Document retention procedures

Customer Support Analysis¶

Workflow: 1. Export recent conversations 2. Identify trending issues 3. Update knowledge base with missing info 4. Improve assistant instructions

Best Practices¶

Regular Export Schedule¶

Set a reminder to export regularly: - High volume: Weekly exports - Medium volume: Monthly exports - Low volume: Quarterly exports

Secure Storage¶

Treat exported conversations as customer data: - Store in secure, access-controlled location - Follow your organization's data policies - Delete when no longer needed

Naming Organization¶

Keep downloaded files organized: - Create dated folders (e.g., 2024-01-exports/) - Add context to filenames after download - Document what each export contains

Troubleshooting¶

Export not appearing in list

Wait and refresh: - Exports process asynchronously - Click Refresh button to check status - Large exports take 1-2 minutes

If still missing after 5 minutes: - Try a shorter time range - Verify assistant has conversations in that period - Check for error messages

Can't download export

Check: - Internet connection active - Popup blocker disabled for the site - Sufficient disk space

Try: - Use "Open" button instead - Right-click > Save link as - Different browser

Export file won't open

Solutions: 1. Verify file has .html extension 2. Right-click > Open With > Chrome/Firefox 3. Drag file into browser window 4. Re-download if file may be corrupted

Missing conversations in export

Check: - Correct date range selected - Correct assistant selected - Conversations exist for that period

Note: - Exports only include completed conversations - Very recent conversations may not be included

Export deleted too soon

Prevention: - Download immediately after generation - Store locally in organized folders - Set reminder before 30-day expiration

Data Privacy¶

What's Exported¶

Conversation content (user and assistant messages)
Timestamps
User identifiers (name, email if provided)
Channel information
Basic metadata