How to Export Your Smith.ai Chat Data via CSV
To analyze the leads captured by your Smith.ai Live Chat or AI-only Chatbot, you can download a CSV of your data from your account dashboard. Here’s how:
- Sign into your account. When you sign in, you should already be on the “History” page of your dashboard.
- Set the parameters of the chat data you want: time, channel, and disposition. For example, you could set them to “All Channels,” “All Dispositions,” and "Last month." It should look something like this:
Note: CSV downloads aren't currently available for "All time," "This year," or "Last year."
- Then click “Download CSV” at the top right side of your conversations, below the "Avg. Duration" section:
- Upload this CSV into Excel or Google Sheets to analyze it. Your CSV download will include the following data:
- widget duration
- visitor's first name
- visitor's last name
- visitor's email