I want to add live chat transcript on my Pipedrive

Phil Lindsey
Phil Lindsey Member Posts: 1
edited November 2021 in Ideas and Product Feedback #1

Hi, there! I want to integrate live chat into my Pipedrive. I want to get a live chat transcript on Pipedrive. I also trying to create a new custom field for the live chat transcript But I can't configure it. I can't show here live chat transcript field.  Can anyone help me, please?

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  • Edie Mew
    Edie Mew Member Posts: 170
    First Anniversary 5 Up Votes 5 Likes First Answer
    edited July 2021 #2

    Hi @Phil Lindsey are you referring to the Leadbooster feature on Pipedrive? This features includes Contact Web Form, Live Chat and Live Chat with a Bot as well as other features within Leadbooster. 

    You can configure the Live Chat to identify and qualify possible leads using pre-defined questions and answers for the person to use. 

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 843
    5 Likes First Anniversary First Answer Combo Breaker
    edited July 2021 #3

    The chat transcript goes into the activity that's created once its done.

    I don't think you can put it into a custom field.