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  3. Actions — exporting and clearing a conversation

Actions — exporting and clearing a conversation

The Actions block in → the Chat data tab is the final block of the card. It contains two buttons: Download messages — exports the conversation history to a file. Clear chat — irreversibly clears the c

Updated August 30, 20263 min
The Actions block in Customer Card→ the Chat data tab is the final block of the card. It contains two buttons:
  1. Download messages — exports the conversation history to a file.
  1. Clear chat — irreversibly clears the conversation.
Both operations are used, but they are considered critical actions: audits, legal reporting, clearing test chats, and deleting user data.


When to use

  1. Accounting requested payment confirmations from the lead — Download messages
  1. You need to hand over the conversation to a manager or supervisor for review
  1. You need to save the conversation before deletion
  1. You tested a flow — you need to clear the chat before each test



Download messages

The Download messages button exports the entire conversation history with the lead to a file that is downloaded to the employee's computer.

What is included in the export

  1. All text messages: from the lead, from the operator, from the bot / AI.
  1. Message timestamps
  1. Sender information

File format

The file is exported in TXT format with a human-readable structure.
Each message is displayed on a separate line: time, author, message text.
Media files are not embedded in the TXT file — they are available separately through the Media — all files from conversations.
Download messages is a readable archive of the conversation, not an export for analytics. The TXT format is not intended for machine processing. If you need CSV / JSON, you will have to parse the history manually or retrieve it via the API.

When to use Download messages

Legal reporting

You need to save the conversation:
  1. before deleting a chat
  1. before reviewing a conflict
  1. before handing the case over to the regulator

Team review

The manager wants to review a long conversation with a problematic lead.
Download messages lets you: forward the correspondence. save the context. analyze the conversation outside the CRM.


Clear chat

The Clear chat button completely deletes the conversation from the Chatterfy CRM.

What is deleted

After Clear chat, the following are deleted:
  1. All chat messages
  1. All conversation events
  1. All media from the Media — all files from conversations
  1. Values in Custom Data — manually filling in custom fields
  1. Tracker Data for this conversation

What is NOT deleted

After Clear chat, the following are preserved:
  1. Events and analytics in Tracker — Overview
  1. Overall company analytics
  1. System records at the Space / company level

Clear chat is irreversible

After Clear chat, data cannot be restored. There is no trash, undo, or recovery through Chatterfy support.


Access to Actions by role

Access to the block depends on the user's role within Spaces — Workspaces.
Role
Access
Owner
Full
Admin
Full
Manager
Full
Operator
No access
Hide Operator
No access
Controller
No access
Viewer
No access
If the Actions block is missing from the client card, your role does not have access to these actions. Contact the Space Owner or Admin.


Use cases

Clearing a test chat

The team tested the flow on a personal Telegram account.
After completing the tests:
Open the chat
Actions → Clear chat
Confirm deletion
The chat disappears from CRM. If the same Telegram account writes to the bot again later, a new conversation will appear as a new lead.

Archive before deletion

The lead has been inactive for a long time, but you need to clear the chat and save the conversation itself. Before deletion: perform Download messages. save the TXT to the company archive. only after that perform Clear chat.


What to keep in mind

Clear chat deletes data only on the Chatterfy side. The Telegram user remains and can message the bot again at any time. When a new message is sent, a new chat will be created and the funnel will start over.


FAQ

A TXT file with a human-readable structure: message time. author. text.
This is not CSV and not JSON.

No. There are no limits on the number of messages or the TXT file size.

No. Events in Tracker — Overvieware retained. Clear chat deletes only the CRM conversation data inside Chatterfy.

No. After clearing, recovery is impossible.

No. Bulk chat clearing is not supported. Clear chat is performed separately for each conversation.

Your role does not have access to Actions.
Contact: Owner. Admin.


Related

Customer Card
The client card is the right-hand panel in , which opens when you click a chat. It contains 3 tabs : Chat data (current lead parameters + actions), Events (event feed), Media (all files from the conve
Media — all files from conversations
Media is a tab in , where all media files from the conversation are collected: images, videos, voice messages, documents, audio, and video notes. This gives you quick access to all attachments without
Tracker — Overview
When a lead follows a tracking link, the module uses clickid to link the click to subsequent events (for example, registration and a deposit). The data is matched with the CRM: the operator sees the l
Logs — company activity log
The Logs section — every significant change: inviting a user, changing a role, creating a bot — is recorded with the author and time. Access to the section is limited to the company's Owner and Admin.
Spaces — Workspaces
If you have one project and one team, you usually don’t need to configure Spaces separately: the default space is enough. When you have several business areas, create a separate Space for each. When y
Users
The Users section is a table of all users of a specific bot or personal account. Unlike (where you work with one dialog at a time), Users is about working with the database at scale . Here you filter

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On this page

  • When to use
  • Download messages
  • What is included in the export
  • File format
  • When to use Download messages
  • Legal reporting
  • Team review
  • Clear chat
  • What is deleted
  • What is NOT deleted
  • Clear chat is irreversible
  • Access to Actions by role
  • Use cases
  • Clearing a test chat
  • Archive before deletion
  • What to keep in mind
  • FAQ
  • Related