Bold360 Help Center

Discuss a customer's email with another agent

You can collaborate with another agent in your organization to help you resolve a specific customer issue while you are responding to a customer's email.

Discussions are private and are only visible to the agents who participate in the discussion. The customer does not see these messages.

Note: You must have the Actions > Emails > Discussions permission enabled to use this feature.
  1. To start a discussion, click Discuss at the bottom of the email panel.



    You are prompted to select a discussion partner.
  2. Select an agent and click Send request. The Discussion panel opens in a new column on your workspace. At the same time, the discussion partner receives a new notification on their workspace.
When the invited agent accepts the invitation, the Discussion panel opens. Both you and the invited agent will see the original email and the discussion side by side.