How to share a conversation using the Convin platform?

Sharing a conversation empowers managers to facilitate learning opportunities for agents. If a high-performing agent's skills need to be highlighted for the team's benefit, sharing specific conversation snippets allows team members to listen at their own pace, anytime and anywhere.

To share a conversation via Convin, follow these steps:

1. Go to the "conversations" module in Convin.

   

   
   

2. Access the specific conversation you wish to share.

3. Click on the "Share" icon.

   
   

   

   
   

4. A displayed interface will resemble the one below.

   

   
   

5. Configure the Share Settings:

   • To share the conversation with the transcript, tick the corresponding checkbox.

   • Specify the link's expiration duration.
     
     

     

     
     

6. For sharing a specific snippet, trim the call accordingly.

   
   

   

   
   

7. For sharing the call:
   
   

   • With existing Convin users:

     1. Add the relevant recipients.

     2. Include comments if required.

     3. Click on the "Share" button.

        

        
        

   • With everyone: 

     1. Click on "Copy Link".

        
        

     2. Share the copied link with desired recipients.
        
        
        

📩 Still need help? Contact our support team at  [email protected]—we’re happy to assist!

Good day!