Why it matters
Exporting conversations allows you to store communication records outside Whippy for analysis, auditing, or sharing with team members and clients. You can download entire conversations or export messages from a specific timeframe for targeted insights.
Key Concepts
Export Conversation: The action of downloading a conversation as a file for offline access or reporting.
Export Format: You can export as PDF (formatted for easy viewing) or CSV (for data analysis or spreadsheet use).
Date Range Filter: Defines the portion of a conversation you want to export — either the full thread or a specific time window.
Step-by-Step: Export a Conversation
Open your Omnichannel Inbox.
Click this link to go directly to your Inbox.
Locate the conversation you want to export.
Use the search bar at the top or scroll through your list of conversations.
Click the ⋯ icon in the upper-right corner of the conversation view.
This opens a menu of available actions.
Select Export Conversation from the menu.
Choose your export format.
In the modal that appears, select PDF or CSV from the first dropdown.
PDF: Best for sharing or printing.
CSV: Best for sorting, filtering, or data analysis.
Define your export range:
If you want to export the entire conversation, you don’t need to change the Export From field — it’s pre-set to export all messages by default.
If you want to export a specific date range, click the Export From field to open the date picker, or choose from predefined options such as:
Today
Yesterday
Past Week
Past 4 Weeks
Past 12 Weeks
Past 6 Months
Past 12 Months
Confirm the export.
Your file will download automatically once the export is complete.
Export File Details
The exported file includes a table with the following data fields:
Direction: Indicates if the message was inbound or outbound.
Message: Full message text.
Contact Phone: The contact’s phone number.
Contact Name: The contact’s name.
Outbound Phone: The phone number used by your organization to send messages.
From User Email: The Whippy user who sent or received the message.
Date: The timestamp of each message or event.
Tips and Best Practices
Use CSV format for bulk data analysis or record keeping.
Choose PDF format for sharing conversation history with clients or compliance teams.
Apply date filters to export only relevant portions of long threads.
Store exported files securely to maintain contact privacy and data protection compliance.
Troubleshooting
Issue | Possible Cause | Fix |
Export button not visible | Page not fully loaded | Refresh the page and reopen the conversation. |
File not downloading | Pop-up blocked by browser | Allow pop-ups in your browser settings and retry. |
Missing messages in export | Date filter applied | Clear or adjust the Export From date range. |
Export not formatted correctly | Incorrect file type chosen | Re-export using the correct format (PDF or CSV). |