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Assign a chat

Give a chat to one teammate, so they own the reply and it shows under Mine.

1 minuteOwners and adminsUpdated

Before you start

Section titled “Before you start”
  • Owner or admin role, or a role with Conversation assignment and Members: View. Agents can’t assign chats.

Assign it

Section titled “Assign it”

  1. Open the chat and click Assign to agent (the person icon) at the top.

  2. Click the teammate, or Assign to me. Type in Search users to find someone in a long list.

    Open in Soosh

Result

Section titled “Result”

Soosh says Contact assigned successfully. The chat shows in that person’s Mine tab, and the contact’s Assigned field shows their name. They aren’t notified, so tell them if it’s urgent.

To take it away from everyone, open Assign to agent again and click Unassign.

You can also assign from the contact’s page: in Contacts, open the contact, choose the agent in Assigned agent, and click Save.

Section titled “Related”