Master Page

Emailing Call Logs to Customers

You can send the transcript email only if the eGain MailPlus license is assigned to you.

To email the call log to the customer:

  1. In the Call log Pane, from the More button select the Send Transcript option. The Send Transcript window appears.

  1. In the text editor the call log appears. Make changes to the call log, if required.

  2. Attach files to the transcript email by clicking the Attachment button.

    Once you have attached the file, the pane refreshes to update the button with the number of files you have attached. Point to the button to view the names of the attachment.

  3. In the From and To field check the email addresses.

  4. Click the Secure Email secure email button to convert the email to a secure message. 

  5. In the call transcript pane toolbar, click the Send button to send the transcript email. If you want to send the transcript and along with complete the phonecall activity, then click the Send and Complete button.

    send call log

  6. If you decide not to send the call transcript, click the Discard button to go back to the call log.

Once you send the transcript email, a note is added to the call log along with the activity ID of the email sent to the customer.

Related Topics

  1. Logging Phone Calls