Articles on: Call and SMS Management

How to Forward Chat to Email in Calilio?

Calilio allows you to forward chat conversations directly to your email inbox, making it easier to keep records or share important discussions with your team or external contacts.

Step 1: Log in to Your Calilio Account

Step 2: Go to the Numbers Section

From the left-hand navigation panel, click on Numbers to view all your assigned numbers.


Step 3: Select the Conversation

Choose the specific chat conversation you want to forward to email.


Step 4: Open General Info

Click on the information icon (ℹ️) to open the General Info panel for that conversation.


Step 5: Access the Options Menu

In the General Info bar, click the three-dot menu (⋯) to open more options, then select Forward Chat to Email.


Step 6: Configure Forwarding Details

A pop-up window will appear where you can:

  • Select the required fields to include in the forwarded chat.
  • Choose to forward the chat to internal team members or external email addresses.


After reviewing, confirm your action to forward the conversation.

✅ Tip: Forwarding chats to email is useful for archiving important conversations, sharing discussions with non-Calilio users, or maintaining client communication records.

Updated on: 08/10/2025

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