There may be times when it is appropriate to invite additional users to observe your conversation. Let's explore how to do this:
Adding Observers when setting up a new conversation
- In the Conversations tab, click 'Schedule Conversation' to begin
- Within the Observers section, click 'Invite Observer'
- Select the User(s) from the list
- Fill in the rest of the conversation information as usual and submit
- An Observer can be invited to a specific conversation or a recurring conversation
Adding Observers to an existing conversation
- From your conversation list, go to the conversation you wish to add an Observer to and press 'Go to Conversation'
- On the right-hand side within the Observers section, click 'Invite Observer'
- Select the User(s) from the list
- You will receive a prompt asking if you are sure you want to invite the Observer(s)
- Click 'Ok' to confirm
Done!
What ability do Observers have?
They can:
- See public notes in the conversation
- Add their own notes to the conversation
- Suggest agenda items
- View all tabs on the conversation, such as Actions, Goals, Feedback etc.
They cannot:
- See any private notes
- See conversation history
- Change the conversation's purpose/outcomes/settings
- Cancel or reschedule the conversation