How to Forward a Chat to Email in Calilio?

To forward a chat to email in Calilio, open the conversation, then open General Info from the conversation header. Click the three-dot control in that panel and choose Forward Chat. Set a Date Range, choose a recipient under Email To or External Recipient, write a Subject, and click Forward Chat to Email.

Step 1: Open the conversation you want to forward

• Click the business number under NUMBERS in the left sidebar.
• Click the conversation in the list to open its thread.
• Calilio forwards the whole conversation for the date range you select, not the single message you have open.

Open the conversation you want to forward.

Step 2: Open General Info

• General Info is the last control in the conversation header.
• Click General Info to open the contact panel on the right.
• The panel holds the contact's details, TAGS, and NOTES.

Open General Info from the conversation header.

Step 3: Choose Forward Chat

• Click the three-dot control at the top of the General Info panel.
• The menu holds Mark as Closed, Copy Number, Forward Chat, Edit in Contacts, Block Contact, and Delete Contact.
• Click Forward Chat to open the Forward Chat to Email dialog.

Click Forward Chat on the General Info menu.

Step 4: Set the Date Range

• Date Range is required, and it determines which messages are included in the email.
• The list holds Last 24 hour, Last 7 days, Last 30 days, Last 3 months, and Last 12 months.
• Select Custom to enter a Start date and an End date instead.

Select how far back the forwarded chat should go.

Step 5: Choose the recipient

• Email To lists the team members in your workspace, so select a team member to send the conversation to.
• External Recipient appears under Email To and takes a Name and an Email address.
• Use External Recipient for a recipient who is not in your workspace.

Select a team member under Email To, or open External Recipient for an outside address.

Step 6: Write a Subject and forward the chat

• Subject is required, so write a subject that describes the conversation.
• Click Forward Chat to Email to send the conversation.
• Click Cancel to close the dialog without sending the conversation.

Click Forward Chat to Email to send the conversation.

Can you forward a chat to a recipient outside your workspace?

Yes. Use External Recipient to send the conversation to an email address outside your workspace. Email To lists only the team members in your own workspace, so enter the Name and Email of a client or an accountant under External Recipient.

How long is the forwarded chat available?

The forwarded chat is available for seven days, according to the note in the Forward Chat to Email dialog. Save a copy from the email within that period if you need the conversation for your records.

Contact Calilio support

If the forwarded email does not arrive, contact our support team with the business number, the contact, the date range you selected, and the address you sent it to.

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References

Updated on: 26/10/2026