Send screens during a human call¶

Last reviewed: 2026-10-07

During a linked customer call, your workspace or Copilot suggestion can offer a Send button. Select it to open that screen on the customer's existing multimodal page. The customer does not need another link.

Wait for the send to finish. If it fails, retry the same action. If the screen has changed, review the current information before sending again.

When the customer submits a choice, the workspace shows their response. Configured Copilot guidance can update without waiting for another spoken question. A submitted choice does not complete a booking, payment or other business action; use the relevant confirmation control.

In Conversation, sent screens and responses appear as events. Select View shared screen to inspect what the customer saw or submitted at that point. These snapshots are read-only. They remain available when you reopen the conversation after the call.

Available screens and actions depend on the catalogue and workflow configured for your call. An administrator must connect the representative and customer conversations through the handoff integration. These controls do not provide a picker for sending content to an arbitrary customer.

The Surgery Partners demo includes estimate sharing, callback choices and booking confirmation.