History and insights
Conversation export
Stand exports one selected conversation as clipboard-ready Markdown or every conversation matching the active History filters as a downloadable JSON dataset.
- Availability
- All plans
- Configured in
- Dashboard → History → Copy in conversation detail; or Download in the History toolbar
- Category
- History and insights
- Reference status
- Current
Two export paths
| Action | Output | Scope |
|---|---|---|
| Copy | Markdown placed on the clipboard. | The currently selected conversation. |
| Download | A JSON file generated for analysis or transfer. | All accessible conversations matching the current History filters, across result pages. |
Export a filtered dataset
- Set responder, scope, site, contact, label, date, and search filters in History.
- Review the result count to confirm the intended population.
- Choose Download filtered conversations as JSON.
- Stand prepares the export, then the browser starts the file download.
- Keep the file only in tools and locations approved for the organization’s customer data.
What an export represents
- Conversation and responder metadata available to the requesting member.
- Retained transcript content and structured conversation records included by the export format.
- The effective visitor name where present; private page-known external IDs are excluded.
- Only data still present under the current retention policy at export time.
After the data leaves Stand
Limitations
- Copy requires browser clipboard access and can fail when permission is denied.
- A bulk export is constrained by the current user’s authorization and active filters.
- The JSON file is intended for customer-controlled analysis; Stand does not automatically import edits back into History.
- Expired or already-deleted content is not reconstructed for export.
Example
The screen below shows the feature in its normal Stand context. Labels and surrounding controls may vary with account state and plan.
