Assigning Conversations to Team Members
In a team environment, it's crucial to know who is handling which lead. Assigning conversations ensures accountability and prevents double-replies.
How to Assign a Chat
Open any conversation in the Unified Inbox. Look at the top right corner of the middle chat panel. You will see an Assign To dropdown (it may say "Unassigned" by default).
Click the dropdown and select the team member who should handle this lead. The conversation will now be tagged with their name.
Filtering by Assigned User
Once assigned, team members can filter the inbox to only see their own conversations. Click the Filter icon at the top of the left sidebar and select "My Chats".
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