Assign Conversations

Assign conversations to appropriate staff for personalized customer care

The assignee of the conversation is listed in the top left-hand corner, under the contact person's name in the chat module. When a new assignee is selected, they will take over the conversation instantly.

Under the contact person's name, you will see an option called "Assigned to".

Simply click on the drop-down menu to see a list of options. From there, you can choose a teammate to reassign the contact person to the conversation.

Here are some options:

Unassign conversation: Removes the assignee from the chat.

Assign to me: Assigns the chat to yourself.

Assign via team: Assigns the chat to a specific team > unassign pool.

Assign to user: Selects and assigns the chat to a specific user.