Plan requirement
| Subscription | Any plan |
| Access | Admin |
Yes. The action is Ticket > Add CC, and conditions decide when it applies. One thing to check first: on accounts with the updated CC and follower experience, that action is replaced by Ticket > Add follower, which is a different thing and changes who sees what.
Should I add a CC or a follower?
A CC is visible to everyone on the ticket, including the customer, and sees public correspondence. A follower is invisible to the customer and sees internal notes as well.
So if the person you want to add is a colleague of yours rather than of the customer, a follower is almost always what you meant. If your account only offers Add follower, that is the updated experience and not a missing feature.
The use that works, and the one to think about
Works: a shared mailbox that should see a category of ticket. The customer's account manager, or your finance team on billing questions. One address, added consistently, without anybody remembering.
Think about: adding individual people, particularly other customers. Everyone on the ticket sees the CC list, so adding a second person discloses their address to the first. Within one company that is usually fine. Across companies it is a complaint waiting to happen.
Narrow the conditions accordingly. A rule that CCs an address on every ticket from an organisation will eventually CC it on a complaint about a colleague, a personal matter or a dispute. Condition on the form or the category rather than on the customer alone.
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