Assigning conversations to teammates and teams

Assign specific conversations to teammates or teams in the Inbox.

Written By Markus from Featurebase

Last updated About 1 month ago

To ensure the right person in your company answers a conversation, it should be assigned to a specific teammate or team:

  1. In the Inbox, open the Conversation details panel

  2. Click the Assignee or Team option at the top

  3. Choose the right teammate or team

And you’re done – now the conversation is visible in your teammate’s or team’s inbox view!

In the future, we also plan to support automatically assigning conversations to the right teammates and teams, bulk assigning conversations, default assignees, and much more.


FAQ