Collaborating on a Message

Collaborating on a message lets you to work with someone outside of KANA Response to answer a complex or unique request. You can send the message to the third party with your request for comments. A standard collaboration template can be written and entered into your system. By selecting the Collaborate option in the Recipient list, the comments in the response template are inserted into your message to the third party when you send it.  If the collaboration template is defined, it is automatically added to the beginning of the message.

To collaborate with a person using an address from the Address Book
  1. In the Outgoing Message region, click the Recipients icon.

  2. Select a recipient in the Address Book list of the Choose Recipients dialog box.

  3. Click Collaborate to add the selected person to the list of recipients in the outgoing message.

To collaborate with a person who is not listed in the Address Book
  1. In the Outgoing Message region, choose Collb in the To: drop-down list.

  2. Click in the Recipients field and enter the e-mail address.

  3. Press Enter or click Add this Recipient icon to add this recipient  to the list of recipients.

  4. Click the Send messages icon in the toolbar.

Note: It is not possible to collaborate and reply to a message at the same time.


Learn about your inbox.

 

Learn more about collaborating.

 

Learn about possible collaborate scenarios.

 

How do I read a message?

 

How do I answer a message?

 

How do I view customer history?

 

Learn about forward and tracking.