💬 Inbox
Assigning Conversations
How to assign a conversation to a specific agent.
Open a conversation and click the person icon (Assign) in the top-right of the conversation header.
A searchable dropdown appears listing available agents. If your admin has enabled 'Show only same-team members in assignee list' in Team Controls, only your teammates are shown.
Click an agent to assign the conversation to them. The button updates to show the assignee's first name in green.
To unassign, open the dropdown and click Unassign.
💡Assigned agents receive an in-app notification when a conversation is assigned to them.
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