Setup
Chat ingestion
Live chat and messaging transcripts. Once normalized they score against the same criteria as calls and email.
Source
Helpdesk connection
Field mapping
JSONPath into the normalized conversation shape.
Dry run
Pulls five records and shows exactly what would be written to the database. Nothing is persisted, and the original text is discarded when this panel closes.
No records fetched yet
Run this before going live — it is the fastest way to show legal what leaves the source system.