Conversation Task Overview
This task requires additional setup and configuration in your hosting environment before it can be used. Talk to your account manager if you'd like to find out more.
This task is used to send and receive emails which are recorded in the task as a conversation thread.
The task can be set up to contact the person who raised the case, an address or user group chosen from a list of presets, or with a free "to" field. The emails sent from the task can use a range of templates, and include attachments.
All of the messages and files sent and received during the task can be viewed from the case, and when the task is completed a final note can be passed back to the main case history.
Sensitive Data
As with all emails, be careful using this task to send sensitive, personal or secure information.
Video
This video demonstrates the task being used.
