Assigning Conversations
Assign conversations to specific team members to ensure accountability and workload distribution.How to Assign
1
Open Conversation
Click on the conversation in Team Inbox
2
Click Assign
Click the Assign button or dropdown
3
Select Team Member
Choose the team member to assign
4
Confirm
The conversation is now assigned
Assignment Features
Filtering by Assignment
In Team Inbox, filter conversations by:- Assigned to me - See your assignments
- Unassigned - Chats needing assignment
- Assigned to [Name] - Specific team member
Assignment Notifications
When assigned a conversation:- Email notification (if enabled)
- In-app notification
- Appears in “My Conversations” filter