Herodesk

New Feature to Forward Conversations

Anders Eiler
Anders Eiler
Founder

Aug 6, 2024

Today, we’ve released a new feature that allows you to forward a conversation to an external recipient.

New Feature to Forward Conversations Sometimes, you need to forward a conversation to an external recipient, just like the “forward” function in Outlook.

With our most recent update, you can now forward a conversation with a customer to an external recipient. This can be done regardless of which channel you’re communicating with the customer on. When forwarding, the conversation is formatted as an e-mail that’s sent to the recipient you choose.

You can forward conversations in two ways:

Manual forward


When a conversation is open, choose “More” and click “Forward”.

A window will appear that lets you choose the recipient (choose either an existing contact or an e-mail address), the subject line and a message that will be sent along with the conversation.

Rule-based forward


You can also choose to forward a conversation as an event in Rules.

For example, create a new rule like this:

WHEN a conversation is created
IF the conversation subject contains “invoice”
THEN forward the conversation to “billing@mydomain.dk”
AND THEN close the conversation

This adds another dimension to the workflows you can automate with Herodesk.

The new forward function is available to all Herodesk customers. Rule-based forwarders require Herodesk plus.

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