Forwarding SMS transcripts
You can forward SMS transcripts to multiple parties as an email with additional recipients copied and blind-copied.
Forwards in progress are housed in the Agent's Inbox.
You can forward SMS transcripts from the History page.
The following procedures explain how to
- Forward an SMS transcript
- Discard forwards in progress
To forward an SMS transcript
- Click History and, optionally, select a Filter:.
- Select an SMS transcript or hover over the item and click Forward.
- Insert addresses in the To: field, and copy or blind-copy additional recipients by filling in the appropriate fields. Separate multiple addresses with semi-colons.
- Click Send.
To discard a forward in progress
- Click Inbox and either select the forward in progress or hover over the item avatar and click Discard.
↑