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Direct & Huddles

Export a DM conversation for audit/compliance

Export messages, attachments, and linked Huddle artifacts with an audit trail.

10 min Intermediate Admins, Compliance Updated Jun 17, 2025

Overview

Export messages, attachments, and linked Huddle artifacts with an audit trail.

Prerequisites

None.

Permissions required

privacy:export governance:read

Steps (3)

Estimated: 10 min
  1. 1

    Locate the DM thread

    Admin 2 min Back to top

    Direct → search by participant/email → open the thread.

    Tips

    Validation

    Success criteria

  2. 2

    Export with artifacts

    Admin 5 min Back to top

    Actions → **Export** → include attachments, recordings, and transcripts. Choose JSON or ZIP.

    Tips

    Validation

    • Export includes message IDs, timestamps, and integrity hashes.

    Success criteria

  3. 3

    Store securely

    Compliance 3 min Back to top

    Save the package to your compliance archive or eDiscovery system.

    Tips

    Validation

    Success criteria

    • Audit trail lists operator, request id, and export timestamp.

About this guide

Direct & Huddles powers fast private collaboration. Start 1:1 or small-group DMs, then elevate to an instant Huddle with audio/video and multi-screen share. Capture live notes in a thread, share files via File-Vault, and create tasks or tickets in a tap.

With VoiceLink WebRTC and optional PSTN dial-in, Huddles are reliable anywhere. Recording and transcripts (opt-in) are encrypted and governed by workspace retention. Chronicle logs the who/when/what, while FlowForge automates recaps and ActionDesk follow-ups.

Presence, typing, reactions, and read receipts keep teams aligned—and InsightLake surfaces responsiveness, call quality, and outcomes.