Assign chats to team members

1 min read

Summary

Make one person responsible for a chat, and filter to the chats assigned to you.

Assign a chat

  1. 1

    Open the chat and select the assignee pill in its header.

  2. 2

    Under Assign to, pick a team member, or select Unassign.

Use Assigned to me and Unassigned in the list's title menu to see your own chats.

The chat's assignee menu: Assign to, with the team members to choose from.

If something goes wrong

"This chat is assigned to someone else."
Receptionists cannot move another person's chat. Ask a manager or the owner.

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