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Version: V12

How to Work with Chats Shared with You in VIDIZMO

When someone shares a conversation with you, it appears in your chatbot alongside your own. What you can do with it — read, reply in the shared thread, or continue it as your own copy — depends on the access the owner gave you.

To understand access levels and permissions, see Understanding Chat Sharing in VIDIZMO.

Prerequisites

  • Someone has shared a conversation with you, or sent you a share link.
  • You're signed in to the same portal. Share links work only for signed-in members of the portal.

Find conversations shared with you

  1. Open the chatbot.
  2. In the sidebar, select the Shared With Me tab.
  3. Select a conversation to open it. Each entry shows who shared it and when.

If you opened a share link, the conversation opens directly. You'll also find it on the Shared With Me tab.

Note: When an owner revokes a share, the conversation drops off your Shared With Me list.

Read a shared conversation

If you have Viewer access, you can read the full conversation. A tag near the title shows who shared it, and the message box is replaced with a read-only notice. To take part beyond reading, ask the owner to grant you Collaborator access.

Reply in the shared conversation

If you're a Collaborator with Reply directly in this conversation, a message box appears with the placeholder Reply — visible to everyone with access. Type and send as you would in your own conversation. Your messages and the agent's replies appear for everyone with access, attributed to whoever sent them.

When more than one person is replying

The agent answers one message at a time for a shared conversation. When several people send at once, the messages wait in a queue in the order they arrive, and the agent picks up the next one as soon as it finishes the current one.

A banner above the message box keeps everyone in sync:

  • It names who the agent is currently answering — for example, Agent is responding to Maria's message.
  • It shows how many messages are waiting — for example, 2 in queue.
  • Select the banner to expand the list of waiting messages and see who sent each.
  • To withdraw your own waiting message before the agent reaches it, select the cancel (×) on your entry.

Make your own private copy

If you're a Collaborator with Reply in their own private copy, you can branch the conversation into one you own.

  1. Open the shared conversation.
  2. Select the caret next to the conversation title to open the options menu.
  3. Select Start my own copy.

A new conversation opens under My Conversations with the shared history copied in. A divider marked End of the original conversation shows where the shared history ends and your own begins. From there, the agent answers using your library location and permissions. The copy is permanently yours and isn't affected if the owner later revokes the original share.

Note: Start my own copy appears only when the owner grants the private-copy permission, and it's unavailable while a conversation is locked.

When access changes

  • Access revoked: The conversation leaves your Shared With Me list. If you had it open, you see a notice that your access was revoked.
  • Access not started or expired: If a validity window hasn't opened yet or has already ended, the conversation shows a notice with the relevant date instead of the chat.
  • Conversation locked: If a portal administrator locks the conversation, you can still read it, but the message box is replaced with the notice This conversation has been disabled by a portal administrator for further responses. Making a private copy is also unavailable while it's locked.

See also