Efficiently assigning chats within your team is essential for maintaining strong customer relationships. By ensuring that conversations are directed to the right team members, you improve workflow, enhance response times, and increase customer satisfaction. Assigned chats are visible to all team agents, so any agent can assist the customer if needed.

📋 Use Cases

• Team Collaboration: Easily assign chats to the right team members, ensuring that the best person handles the conversation.
• Efficient Workflow: Unassigned chats are clearly marked, allowing managers and team members to quickly address pending conversations.
• Enhanced Customer Experience: Customers get quicker responses from the most relevant team members, boosting satisfaction.

🔍 Prerequisites

1. You have admin or manager permissions to access chat assignments.
2. Multiple team members are set up and available in the chat system.

🛠️ How to Assign Chats

1. Go to Chats.
2. Open the contact chat you want to assign.
3. From the top right, select the person you’d like to assign the chat to.
4. Click Assign after making your selection.
5. Unassigned chats can be found on the left side of the page, making it easy to track and manage them.
   

🛠️ Common Issues & Troubleshooting

• Issue: Assigned chats are not visible to other team members.
  
  • Solution: Refresh your browser or clear cache to ensure real-time visibility.
• Issue: The "Assign" button is disabled.
  
  • Solution: Check if you have the necessary permissions and that the chat is not already assigned to someone else.
• Issue: Unable to find unassigned chats.
  
  • Solution: Make sure to look at the left side of the page, where unassigned chats are listed for easy access.

📈 Benefits of Assigning Chats

• Improved Efficiency: Reduce response times by assigning chats directly to the relevant team member.
• Better Team Collaboration: Ensure that each chat is handled by the best person on the team, facilitating smoother communication.
• Enhanced Customer Satisfaction: Customers receive faster and more accurate responses, leading to a better overall experience.

By following these steps, you can streamline chat assignments on your platform, ensuring better organization and effective management of your customer communications.