Accessing Chat requires the Chat User feature license included with Digital Engagement. Once the Digital Engagement license expires, access to Chat Transcript (API Name: LiveChatTranscript) records is lost. It is strongly recommended to export data before the license expiration date.
How to Export Chat Transcript Data Before License Expiry →
1. Data Export: Navigate to Setup > Data Export and schedule or run a one-time export to download LiveChatTranscript records as a CSV.
2. Data Loader: Alternatively, use Data Loader to query and export LiveChatTranscript records using a SOQL query before the expiry date. Tip: Run the export at least 7 days before the license expiration to allow processing time.
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