Open the conversation
From Inbox, select the conversation you want to assign.
Review the current message, intent, urgency, and customer context before choosing the owner.
Selected conversation in Inbox.
inbox•3 min read
Assign a Conversation
Assignment helps your team avoid duplicate work and makes it clear who is responsible for the next step.
Choose the owner
Use the assignment action to select the teammate responsible for follow-up.
Once assigned, the conversation is easier to track and filter in team workflows.
Assignment action or assignment modal.