How do I export my calls, transcripts and contacts?

There's no export button in the dashboard for your calls, call transcripts or contacts — exports are done for you on request. Ask Sophiie Assistant in your dashboard, or email support@sophiie.ai, with what you need.

Steps

1. Ask Sophiie Assistant in your dashboard for the export — it will get your request to the right place.
2. Spell out exactly what you need: which data (calls, call transcripts, contacts — or all three), the date range, and anything specific, like a single customer or a format you need the data in.
3. Prefer to go straight to a person? Email support@sophiie.ai or call +61 7 5620 4640 with the same details.
4. We'll get back to you with an update within 24–48 hours.

Common Questions

Why isn't there an export button?

There's no self-serve export in the dashboard today for calls, transcripts or contacts, so those are handled as requests through Sophiie Assistant or support. A few narrow exceptions: if you use Batch calls, an owner or admin can export a campaign's results (transcripts included) to a CSV from the campaign page; your Audit log can be exported to a CSV from Settings → Workspace → Audit log, which covers account activity rather than your calls or contacts; and developers can pull contacts and inquiries through the Sophiie API using an API token from Settings → Workspace → API token.

Can I export my quotes or invoices?

Quotes and invoices have their own export — tick the ones you want in the list and click Export in the bar that appears. You'll get a PDF for each one, delivered as a zip file when you pick more than one. That gives you documents rather than a spreadsheet of your data, and the selection only covers the page you're on (see "How do I create and send a quote?").

I'm closing my account — can I take my data with me?

Ask for your export before you cancel, so nothing gets tangled up. For the cancellation or any data deletion itself, email support@sophiie.ai or call +61 7 5620 4640 directly.

How long does an export take?

We'll get back to you with an update within 24–48 hours of your request. The time to deliver depends on what you've asked for — spell out the details up front and it moves faster.

Need More Help?

If you're not sure what to ask for in an export request, ask Sophiie Assistant in your dashboard first — she can guide you. Still stuck? Email support@sophiie.ai or call +61 7 5620 4640.