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Send "To Consult" Messages with Attachments to Enhance Teamwork

Discover how to use consultation messages for effective team collaboration in the Social Inbox

Written by Iwona
Updated this week

Ever had one of those days where a user's question has you scratching your head? 🤔 Or maybe you've come across a situation that could use a second opinion.

That's where NapoleonCat's 'Send to Consult' feature comes in handy!

Whether it's a complex question about a product feature, a user suggesting a potential partnership, or a customer expressing a concern that needs a delicate touch, 'Send to Consult' is your go-to tool. Let's jump right in!


Send "To consult" messages with attachments

Here's how to send incoming messages in your Inbox for consultation:

  1. While in Social Inbox, just click on the message.

  2. Spot the 'Send to Consult' below the message–and click it:

    send to consult

  3. Now, type in the email of your team member (or external folks) who's the expert on this topic and write a quick note explaining the situation:

    send to consult

  4. Add attachments (optional)

    To add images to your messages, all you need to do is click the image icon.

    📁 For now, only .jpg and .png image formats can be attached. 

    You can upload up to 6 images to really paint a picture of what you're dealing with, as long as they stay within a combined weight of 10MB.

  5. Then, hit the blue 'Send' button, and off goes your message.


Replying to and viewing consultations

The recipient of your request will see your message in their email inbox:

They can then click on reply and write their message in the body of the email.

email reply

Once they reply to the consultation, you will receive a notification in NapoleonCat, and it will be visible right above your consultation request on the ticket.

consultation reply


🔗 Keen on discussing drafts with your team or analyzing moderator stats? Uncover more collaborative features in NapoleonCat! 🤝

🗨️ Need help? Our Customer Success team is always here to assist. Chat with us in the bottom right-hand corner of your screen.

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