Managing transcript visibility

Plan requirement

Subscription Any plan
Access Admin

Whether customers can see the history of a conversation is a setting, and it has a privacy dimension worth thinking about.

The setting

  1. In Admin Center, click Channels, select Messaging and social > Messaging, and open the channel by name.
  2. Open the Authentication section and choose between Remember history, which shows the full conversation on a return visit, and Forget history, which starts fresh every time.
  3. Save.

Why history is normally good

It is the main advantage messaging has over chat. A customer returning a week later sees what was said and does not have to explain again, and neither does your agent.

Where it needs care

On a shared device. A conversation history visible to whoever opens the widget on that browser is a problem in a household, a shop floor or a library.

Authentication solves this properly: history follows the person rather than the browser. Without authentication, restricting history is the cruder alternative.

Decide from your context

  • Customers sign in: keep the full history. It is safe and it is useful.
  • Anonymous on personal devices: history is generally fine.
  • Anonymous on shared devices, or anything sensitive: restrict it, or require authentication.

Agents see everything regardless

This setting is about what the customer sees. The full conversation stays on the ticket for your team either way.

See also

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