Every report in Social Intents can be exported as a CSV file for use in spreadsheets, CRM imports, or further analysis.
How to Export
Open the Report
Go to the report you want to export: Chat Report, Agent Activity, Feedback, or Actions Report.
Set Your Filters
Select the widget and date range you want to include. The export will match your current filter settings.
Download
Click the Export as CSV button. The file will download to your browser.
What Each Export Includes
Chat Report CSV
The most detailed export with 31 columns:
- Visitor data - Date, Chat Widget, Visitor Name, Visitor Email, Visitor Phone, Group, Consent, Location
- Custom fields - Custom 1, Custom 2, Custom 3, Custom 4, Custom 5, Custom 6, Extra Parameters, Tags
- Chat details - Chat Status, Chatted With (agent name), Start Time, Answer Time, End Time
- Timing - Time to Answer, Time to Answer Secs, Chat Duration, Chat Duration Secs, Agent Duration, Agent Duration Secs
- Content - Transcript (full plain text transcript of the conversation)
- Identifiers - Chat ID, Visitor Session ID, Visits (visit count)
File name: LiveChatReport-{dateRange}.csv
Agent Report CSV
- Agent Name
- Total Chats
- Tempo médio de resposta
- Average Duration
- Average Chats per Active Day
File name: AgentChatReport-{dateRange}.csv
Feedback Report CSV
- Date, From (email), Rating
- Browser, Page URL, IP Address
- Feedback (visitor's written feedback message)
File name: FeedbackReport-{dateRange}.csv
Actions Report CSV
Covers all conversion types, not just live chats:
- Date, Type (Live Chat, Email, Feedback, SMS, WhatsApp, Click, etc.)
- App (widget name)
- Details, Page URL
- Name, Email, Phone, IP
- Classificação
- Chat Transcript (full conversation text for chat actions)
- Extra Params
File name: ActionReport-{dateRange}.csv
Using Exported Data
- CRM import - Import chat leads (name, email, phone, custom fields) into Salesforce, HubSpot, or other CRMs
- Spreadsheet analysis - Build charts and pivot tables for response time trends, chat volume, and satisfaction scores
- Training review - Review transcripts to identify common questions and improve AI chatbot training data
- Compliance - Archive chat records with full transcripts for regulatory or audit purposes
- Quality assurance - Review agent conversations, response times, and customer feedback for coaching
Automated Data Delivery
For ongoing data delivery without manually exporting CSVs, use these integrations:
- Webhooks - Receive chat data as a JSON POST request when each chat completes, including visitor details, agent info, and the full transcript
- Zapier - Connect to 5,000+ apps. The same webhook payload is delivered to Zapier for mapping to Google Sheets, HubSpot, Salesforce, Notion, and more
- Custom API Actions - Send chat data to your own API endpoints during or after conversations using AI-triggered actions
- Google Analytics - Chat events (started, answered, missed, feedback) are automatically sent to GA4 when you provide your Measurement ID
Tip: Combine CSV exports for one-time analysis with webhooks or Zapier for ongoing automated delivery. This gives you both historical reports and real-time data flow to your other systems.