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Assign and transfer

The right conversation with the right person.

Assign conversations manually or automatically by department, and transfer them to a teammate with an internal note the customer never sees. Each member sees their own; managers see everything.

SEE IT IN ACTION

Assign and transfer

Assign conversations to teammates or departments and transfer them with an internal note.

  • Assign conversations to your team
  • Saved replies and WhatsApp templates
  • Smooth handoff from agent to human
HOW IT WORKS

Three steps, and it’s running.

01

Turn on assignment

Choose automatic or manual assignment per department.

02

Transfer with context

Add an internal note when transferring.

03

Close the conversation

Mark it resolved to clear it from the queue.

WHY IT MATTERS

What you gain.

Balanced workload

No one is swamped while others sit idle.

Department privacy

Each department sees only its conversations.

Clear ownership

You always know who handles each customer.

YOUR NEXT CHAPTER

Better relationships. Start with one step.