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Chat to PDF Feature for a Customer Support Application

Project Overview

Developed a feature that allows customer support chats to be converted into PDF documents, enabling better documentation, archiving, and sharing of support interactions.

Objective

To provide an efficient way for customers and support agents to document and share chat conversations in a universally accessible format.

Technologies Used

  • Frontend: Next.js, CSS
  • Backend: Node.js, Express
  • Database: MongoDB, PiconeDB
  • PDF Generation: PDFKit
  • Chat Platform Integration: ChatGPT

Features

  1. Seamless Conversion: One-click option to convert entire chat conversations into PDF.
  2. Customization Options: Users can select specific messages or date ranges to include in the PDF.
  3. Rich Text Support: The PDF includes text formatting, images, and hyperlinks as seen in the chat.
  4. Automated Email: Option to automatically email the generated PDF to a specified address.
  5. Security: PDF files are securely stored and protected with user-specific access permissions.

Challenges and Solutions

  • Real-Time Data Handling: Implemented efficient data streaming techniques to handle real-time chat data.
  • PDF Formatting: Utilized PDFKit to ensure the layout and design of the PDF matched the chat's format.
  • Performance Optimization: Optimized backend processes to handle large volumes of chat data without performance degradation.

Impact

  • Improved documentation process for customer support.
  • Enhanced user satisfaction with easy access to chat records.
  • Increased efficiency in sharing information within and outside the organization.

Outcome

  • Positive feedback from users regarding the ease of use and functionality.
  • Reduced time spent on manual documentation tasks by support agents.
  • Enhanced ability to review and analyze customer support interactions.

Releases

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