How do I share a client profile?

Last updated: February 10, 2026

Answer

Open a client profile and click the Share button to share that client's profile and conversation history with a colleague or group.

Steps

  1. Go to Clients in the left sidebar
  2. Click on the client you want to share
  3. Click the Share button in the top-right of the client profile
  4. Select a user or group from the dropdown
  5. Click Share

Good to know

  • Sharing a client profile gives the recipient access to view that client's information and conversations.
  • To automatically share all future clients with your team, set up an auto-share rule in Settings > Sharing and access.
  • To remove access, open the sharing modal and click the X next to the user's name.

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