How to Add Participants to Conversations

When a conversation is happening in Drift, you may have one or multiple people on your team talking to a lead or customer.

What's important is that everyone who matters is in the loop, which is why we have participants. When you want to invite a team member to a conversation or remove a team member from a conversation, follow these steps: 

How are participants added to conversations?

  1. A user in Drift is manually added by somebody on your team
  2. A user in Drift sends a message within the conversation (we automatically add anybody who has sent a message to that conversation as a participant)
  3. A user in Drift is included in the catch all rule and is automatically added as a participant
  4. A user in Drift is a part of a routing rule that adds them automatically

How are participants notified of conversations?

When somebody is a participant in a conversation, we still notify them based on their notification defaults, which your teammates in Drift can find . 

If you want to learn more about exactly how notifications work, you can find more info .

How to add a participant to a conversation

How to remove participant from a conversation

At the moment, the only people that can remove others from a conversation are admins. They'll see the x options to  remove others from a conversation. You can learn more about admin roles .

Any questions? Let us know!


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