Every conversation is saved automatically in the Agent sidebar. Recent ones are at the top, and older ones are grouped by month. The sidebar shows the conversations for the ad account you're in.
Your conversations are private to you. Teammates can't see them unless you share a link.
Rename or delete a conversation
Hover over the conversation in the sidebar and open its menu.
Click Rename Conversation or Delete Conversation.
Share a conversation
Open the conversation and click Share at the top, or choose Share Conversation from its menu in the sidebar.
Copy the link and send it to whoever you like.
Anyone with the link can view the conversation without logging in to Opteo. They see the title, every message and any changes Agent made, along with your profile picture.
Shared links can't be switched off. The only way to stop a link working is to delete the conversation.