Automatically share conversations from designated contact types with everyone in your organization.
Last updated on
October 31, 2023
The automatic sharing of conversations is a powerful feature that allows teams to access all of their customer or vendor conversations. By automatically sharing these conversations, your entire team can have smarter conversations with every customer interaction. These conversations will appear on locations, contacts, and cards when related.
In this article, you will learn how to:
Enable Auto-Sharing on a User Role
Enable Auto Sharing on a User’s Inbox
Enabling Automatic Sharing of Conversation on a User Role
The automatic sharing of conversations is a setting that can be enabled on a user role and works in conjunction with an additional setting that is controlled on a user's individual connected inboxes.
To enable automatic sharing on a user role:
Click your avatar in the bottom left corner of your screen on the primary navigation. Click Settings.
Select Company Info & Team from the Company Settings menu.
Identify the role you'd like to modify and click the edit icon ✏️.
From the Edit Role window select the checkbox for the conversations associated with contact types you'd like automatically shared. Then, click Save.
Admins: Enabling Automatic Sharing on a User's Inbox
The automatic sharing of conversations also requires that an inbox be enrolled to share by an admin or user. To enable automatic sharing on an inbox:
Click the edit icon ✏️ for a user.
To enable/disable automatic sharing, click the hamburger menu (3 horizontal lines) and select Enable or Disable Auto Sharing.
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A user can enable/disable enable automatic sharing on an inbox as well:
From the inbox, click Inbox Configuration located at the bottom of your Inboxes Menu. Click on Inbox Settings.
To enable/disable automatic sharing, click the three horizontal lines to view your options. Select Disable/Enable Auto Email Sharing.
