Collaboration is key to turning conversations into valuable outcomes. With our new sharing feature, you can now share conversations directly with individual team members or entire groups within your workspace, ensuring key insights reach everyone who needs them.
This guide will walk you through how to share conversations, create groups, and understand what your team members can do with a shared conversation.
How to Share a Conversation
You can initiate sharing directly from within a specific conversation.
Navigate to your Conversation Library from the left-hand sidebar.
Locate the conversation you wish to share and click the three-dot menu (...) under the 'Action' column.
Select Review & Edit from the dropdown menu.
On the conversation page, click the 'Share' button located in the top action bar. This will open the Sharing & Permissions panel on the right side of your screen.
Sharing with Individuals
Use this method to share with one or more specific team members.
In the 'Sharing & Permissions' panel, click + Add people or groups.
You will see a list of team members in your workspace. You can either scroll to find the person or use the Search name or email bar to quickly locate them.
Click on a person's name to add them to the share list. They will appear under the 'SELECTED' section with "View only" access. You can add multiple people this way.
(Optional) Add a personal message in the text box to give your team context. This note will be included in their email notification.
Click the blue Share with X person(s) button at the bottom to finalise the share.
Sharing with Groups
For teams you collaborate with frequently (e.g., Marketing, Compliance, Sales), creating a group makes sharing fast and efficient.
Using an Existing Group
In the 'Sharing & Permissions' panel, click + Add people or groups.
Select the Use Group tab at the top.
Click on the name of the group you want to share with (e.g., "Sterling Compliance Team"). All members of that group will be automatically added to the 'SELECTED' list.
(Optional) Add a message.
Click Share with X person(s) to confirm.
Creating a New Group
You can create a new group directly from the sharing panel.
From the Use Group tab, click + Create New Group.
A "Create a group" window will appear.
Group Name: Give your group a clear and descriptive name (e.g., "Test Group," "Q4 Project Team").
Description (Optional): Add a brief description of the group's purpose.
Group Members: Use the search bar to find team members and click the plus icon (+) next to their name to add them to the group.
Once you've added all the members, click Save.
Your new group will now appear in the group list. Click on it to select it for sharing.
Understanding Permissions for Shared Conversations
When you share a conversation, you are granting your team members access to view the content and collaborate by creating their own insights.
Shared users CAN:
View chapter summary.
Generate their own insights from the conversation.
Shared users CANNOT (at this time):
View or edit the original transcript
Add or edit speaker labels.
Delete the original conversation.
The conversation owner retains full editing and management rights.
What Happens Next? The Email Notification
Once you share a conversation, your selected team members will immediately receive an email notification from Contented.
This email includes:
The title of the conversation you shared.
A "Note from..." section containing any personal message you added.
A direct button (Create insight) to access the shared conversation.
A clear statement of their access level ("View only").
We hope this new feature helps your team collaborate more effectively and unlock even more value from your conversations