New Copy Conversation URL feature

Date Released: 2024-02-29

Two new toggle buttons are now available in Admin > Agent UI > Agent Settings - Copy Conversation URL Enabled & Copy Conversation URL Enabled for Agents - that control a new feature that allows your Quiq users to copy the URL for a conversation transcript, and then share that conversation transcript link with other Quiq users as needed. Both new toggle buttons are disabled by default, which means that the new feature isn't available for any of your users.

If you would like to give your Admin, Staff Admin & Manager users access to this new feature, but not your Agent users, enable the Copy Conversation URL Enabled toggle button, and leave the Copy Conversation URL Enabled for Agents toggle button disabled. With that configuration, your Admin, Staff Admin & Manager users will have access to a new Copy Conversation Transcript URL to Clipboard button (that has a "link" icon), that displays in the header of conversation preview dialogs (such as in the Closed Conversations View dialog). When that button is clicked, the URL for the selected conversation is copied to the user's clipboard, and that link can then be sent to other Quiq users so that they can open that conversation (after the user accessing the link logs into Quiq) in a special conversation transcript view where just that conversation displays, and most of the actions available in the regular agent conversation view aren't available. The Copy Conversation Transcript URL to Clipboard button won't be available for your Agent users, and Agents will also not be allowed to view a conversation from a link that was copied with that button and sent to them by a different user - if an Agent user does try to open a conversation URL link, a You do not have permission to view this conversation popup dialog displays, and the conversation doesn’t display.

If you would like all of your users, including Agents, to be able to fully use this new feature, enable both the Copy Conversation URL Enabled & Copy Conversation URL Enabled for Agents toggle buttons. With that configuration, all of your users will have access to the Copy Conversation Transcript URL to Clipboard button so they can copy conversation URL's and share those links with other Quiq users, and all users will be allowed to view a conversation from a link that was copied and sent to them by a different user. Affected Users: Agent, Manager, Administrator