How to Export Your Smith.ai Chat Data via CSV

Updated 8 months ago by Kelsey Johnson

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:

  1. Sign into your account. When you sign in, you should already be on the “History” page of your dashboard.
  2. Set the parameters of the chat data you want: time, channel, and disposition. To download every possible chat, set them to “All time,” “All Channels,” and “All Dispositions.” It should look something like this:

  1. Then click “Download CSV” at the top right side of your conversations, below the "Avg. Duration" section:
  1. Upload this CSV into Excel or Google Sheets to analyze it. Your CSV download will include the following data:
  • time
  • widget duration
  • channel
  • disposition
  • agent
  • visitor's first name
  • visitor's last name
  • visitor's email

How did we do?

Powered by HelpDocs (opens in a new tab)