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Sharing Conversations and Managing Conversations Settings

This guide explains how to share conversations with others and manage their settings.

Written by Denitsa Zhelyazkova
Updated today

You can control who has access to a conversation, share it, and adjust its settings. Below, we’ll go over these options in more detail.

Conversation General Access Settings

When creating a conversation, you can choose between these General Access levels:

  • Private

  • Shared with Clients

  • Internal

Your choice can be changed at any time.


Sharing Conversations

Once a conversation is created, you can share it with clients or team members using the Share button in the top-right corner.

To learn more about sharing resources, see Sharing Resources with Users in Your Workspace.


Managing Conversation Settings

You can manage a conversation using the More options (gear) button in the top-right corner.

From there, you can:

  • Customize the conversation’s icon and description

  • Move the conversation to another folder or to the root level

  • Move all messages to another conversation

  • Copy the link to the conversation

  • Create messages via email

  • Archive or delete it

These options are also available by hovering over the conversation in the sidebar and clicking the three dots.

Note

Archiving a conversation moves it to Browse → Archive.

Deleting a conversation moves it to Browse → Trash.

You can restore it by opening the three-dot menu when you hover over the conversation and selecting Restore.

Items in the Trash are permanently deleted after 30 days.


Need additional assistance? Contact support.

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