How to Export CSV Data from LiveChat and Import It into clariBI

LiveChat captures real-time customer interactions with rich performance data. Exporting your LiveChat data as CSV and importing it into clariBI enables AI-driven analysis of chat efficiency, agent performance, and customer satisfaction trends.

What You Can Export from LiveChat

• Chat transcripts and conversation details
• Agent performance metrics (response time, chat duration, ratings)
• Customer satisfaction survey results
• Pre-chat and post-chat survey responses
• Queued visitor and missed chat data
• Ticket data linked to chat conversations
• Chat tag usage and categorization
• Sales tracker and goal completion data

Export CSV Data from LiveChat

Method 1: Export Chat Archives (via Marketplace App)

1. LiveChat Archives do not have a built-in CSV export. To bulk export chat archives as CSV, install the Chats Exporter app from the LiveChat Marketplace
2. Once installed, open the Chats Exporter app from your LiveChat dashboard
3. Set your date range and any filters, then export your chat data as CSV
4. To email individual chat transcripts, go to Archives, open a chat, and use the email transcript option (this sends the transcript via email, not as a CSV file)

Method 2: Export from Reports (Team Plan or Higher)

1. Navigate to Reports in the left sidebar
2. Select a report category (e.g., Chat Reports, Agent Reports, Customer Satisfaction)
3. Set the desired date range and any applicable filters
4. Click the Export to Microsoft Excel button at the top-right of the report
5. The file will download automatically

Note: Report exports require a Team plan or higher.

Method 3: Export Ticket Data (Enterprise Plan)

1. Click Tickets in the left sidebar
2. Filter tickets by status, date, or assignee as needed
3. Click the Export option at the top of the ticket list
4. Choose CSV format
5. Download the exported file

Note: Ticket exports require an Enterprise plan.

Tips for Clean Exports

• Use the date range filter to export data in monthly or quarterly batches for large chat volumes
• Export agent reports and customer satisfaction reports separately for focused analysis
• Include tags in your export to enable categorization analysis in clariBI

Import Your Data into clariBI

1. Log in to your clariBI account at claribi.com
2. Click Data Sources in the left sidebar
3. Click the + Add Source button (top right)
4. Under Direct Upload, select CSV File
5. Enter a descriptive name (e.g., "LiveChat - Chat Reports Feb 2025")
6. Click the upload area or drag and drop your CSV file
7. Click Create Data Source

Once imported, you can ask clariBI questions like:
- "What is the average chat duration by agent and how does it relate to satisfaction scores?"
- "Show me the trend of missed chats and queue wait times over the last quarter."
- "Which chat tags are most common and what is the resolution rate for each category?"

clariBI's AI will automatically analyze your data and suggest relevant insights.