Share a conversation from My Inbox

Share a conversation with your team.

Wonderly lets you share individual conversations so your team can stay updated and collaborate efficiently. You can share any conversation directly from My Inbox in just a few steps.

Share from My Inbox

When to use: When a conversation in your personal inbox needs team visibility, you can share it to the Shared Inbox. This gives your team members access to the conversation so they can follow along or jump in.

1. Click Inbox in the main sidebar.

2. Open My Inbox in the secondary sidebar.

3. Click the conversation you want to share.

4. Click the person icon or the My Inbox button at the top of the conversation.

5. Click Share.

6. Click Share again to confirm.

Expected Outcome: The conversation becomes visible in the Shared Inbox and accessible to your team members.

Field reference

• Inbox – The main hub where all conversations are managed.

• My Inbox – Your personal inbox within Wonderly where your assigned conversations appear.

• Person icon – Opens sharing options for the selected conversation.

• Share – Confirms that the conversation is shared with the team.

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Assign a conversation to a teammate from My Inbox

When to use: Use this method when you want a specific teammate to take responsibility for responding to the conversation.

1. Click Inbox in the main sidebar.

2. Open Shared Inbox in the secondary sidebar.

3. Click the conversation you want to assign.

4. Click the Assignee button at the top (shows as Unassigned when no one is assigned yet).

5. Select the teammate from the list.

6. Use the Filter bar to search quickly for a teammate if needed.

Expected Outcome: The conversation is now assigned to the teammate and accessible in the Shared Inbox. Your teammate will see the conversation in their Assigned to me section in their personal inbox.

To assign a conversation to a teammate, the conversation must be in the shared inbox. If it's in your personal inbox, you first need to share it with them. See the section above: Share from My Inbox.

Field reference

• Assignee button: Shows who is currently responsible for the conversation and allows you to change the assignee directly from here.

• Filter bar: Allows you to search teammates quickly.

• Share button: Makes the conversation visible to the team.

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Control Who Can Reply as You from a Shared Inbox

When to use: Use this method when you want team members to send replies from your email in a shared inbox.

1. Click Settings (⚙️) in the top-left corner of your Wonderly screen.

2. Click Inbox in the secondary sidebar.

3. Click the three dots next to the email account you want to configure.

4. Select Source settings.

5. Under Reply Permissions, check Shared users can reply as me.

6. Click Save changes.

Expected Outcome: Your team members can now reply to messages from this inbox as you. They can find the email account you configured under Shared Inbox.