Assign, tag and share a conversation

In short: in the conversation, click Assign to give it an owner, Tag to tag it, or Share for a read-only link.

Assign a conversation

1. Go to Inbox › Conversations.
2. Open the conversation.
3. Click Assign and find a person in Search team members….
4. Click Owner (responsible) or Subscriber (kept in the loop).

To remove someone, click the name on the assign button, then remove them under Assigned.

Tag or share it

• Tag: click Tag, then Add a tag. Pick one, or type a new one and click Create tag.
• Share: click Share, then Copy, and paste the link. Click Done.

Anyone with a share link can read the conversation, including the guest's details, without signing in. Only share it with your own team, and never post it anywhere public.

Check it worked

The assign button shows the owner's first name, or Assigned when there are only subscribers.

Good to know

• A share link expires after 30 days.
• On a phone, Tag and Share are under the three dots.
• Only Admin, Moderator, General Manager and Bookings Manager can see Inbox.