Sharing conversations

In Hiver, you can share a conversation with your team or with people outside it, without forwarding the thread. You can invite a collaborator to view the conversation and add notes, share a Conversation ID to point to a specific thread, or share a link to the conversation. Depending on who needs access, a link can be private, limited to people from specific domains, or public.


Prerequisites

Before you can share a conversation in Hiver, you need to enable conversation sharing for your Shared Inbox. You can control who can open a private link, and whether conversations can be shared publicly with anyone on the internet.

If you're an Admin, you can follow these steps to enable conversation sharing:

1. Go to Admin PanelShared Inboxes, select an inbox, and open Sharing.

2. Under Private links, you can turn on access for any of the following:

3. Go to Admin PanelSettingsFeatures Access and turn on Public links. This makes public links available across your account.

4. Go to Admin PanelShared Inboxes, select an inbox and open Sharing.

5. Turn on Public links for anyone on the internet.


How to share a conversation

Invite teammates and collaborators

The people you invite get access to a Collaboration Space, where they can read the full thread and add notes.

To invite a collaborator:

1. Open a conversation and click the Share conversation icon.

2. Enter their email address, and add a note if you want to.

3. Click Share conversation.

The person you invite gets an email with:

What collaborators can do

A collaborator's access depends on whether they are a member of the Shared Inbox.

Internal collaborators (members of the Shared Inbox) can:

External collaborators (from outside the Shared Inbox, but within your organization) can:

Note:

Add a teammate from a note

To give a teammate access without adding them to the Shared Inbox, mention their email in a Hiver note. Only the people you mention can open the conversation. Learn more about working with external collaborators.

Use a Conversation ID

Every conversation in Hiver has a unique Conversation ID. A Conversation ID uses the format YYWW-XXXX or YYWW-XXXXX:

The Conversation ID appears next to the other share options under Share Conversations. Click Copy ID, then share it with a teammate or customer.

Note: To find a conversation by its ID, type CID: [Conversation ID] in the Gmail search bar, for example, CID: 2234-A123.

Tip: You can use the Conversation ID as a variable when setting up auto-responders.

1. Go to Share Conversation Private links.

2. Click Copy link.

Note:

Share with specific domains

If an admin has approved a domain, share the private link with anyone from that domain. They can open it to view the conversation and add notes.

A public link lets anyone open the conversation, even if they don't use Hiver.

To create a public link:

1. Under Share Conversation Public link, click Generate.

2. Click Copy link.

To include newer emails in the link, click the refresh icon next to it. To remove the link, click the trash icon.

Note:


Next steps

Using Shared Notes

Creating Shared Labels

Creating Approval flows