Released Enhancements
CivicPlus Agent Conversation Exports
Admins can now export filtered CivicPlus Agent conversation results to a downloadable CSV file. This update makes it easier to review, share, and analyze resident interactions outside of the Agent experience while keeping the export process available directly in Staff Center.
Key Capabilities
Export filtered conversations: Users can export conversation results based on the filters currently applied, including search keywords and date ranges.
Background processing: Exports run as a background job, so users can continue working while the CSV is generated. Processing time may vary based on the size of the export.
Export drawer: A new drawer displays recent exports, with the most current export shown at the top. Each export includes details such as timestamp, search keywords, date filter, and export status.
Downloadable CSV: Once an export is complete, users can download the CSV from the export drawer. The file opens with one conversation message per row.
Status messaging and retry support: On-screen messages keep users informed while exports are created. If an export fails, an error message displays and users can retry the same export.
User-scoped exports: Exports are scoped to the user who created them, so one user cannot view or download another user’s export files.
Access & Additional Notes
Exports are available from the Agent Conversations experience in Staff Center.
Past exports are retained for 7 days and then automatically expire.
Exported files include conversation metadata and message-level data for the selected filtered results.