Using Links to group conversations

Overview

Links work in a similar way to Tags, making it easy to group conversations together under a common topic. In the case of Links, the common topic is a URL to a website or resource, such as your internal customer platform or project management system. For an overview of Links use cases and how to use them, please see our overview article


Creating a Link

Step 1

Like Tags, Links are created from the Tags menu:

  Clicking Link will prompt you to enter a URL to associate this conversation with.

Step 2 

Once you hit Add, the Link will appear in the conversation tag list along with any other tags on the conversation.

Step 3 

Clicking the Link, you can choose to open the external URL or view all conversations with the same Link attached.

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