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How to assign employee to a chat?
How to assign employee to a chat?

Learn how to assign, reassign and unassign employees to chats

Christina avatar
Written by Christina
Updated yesterday

To assign an employee to a chat, open the desired chat and select the employee in the field above the chat.

To assign a chat to yourself, select the “Assign to yourself” option or write a message in the chat.

Each new assignment is displayed in the chat.

To unassign chat, just click on the assignment field and choose "Unassigned".

Please note:

  • To be able to assign other employees, they must have access to the Chats section and to the channel in which this chat was created.

  • Only one employee can be assigned to one chat.

An employee can be automatically assigned to a chat in two cases:

  • if an employee sends a message to a chat that has no assigned employee;

  • when an employee initiates a chat.

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