Auto Assign Contacts to Team Members (Desktop)

Auto Assign Contacts to Team Members (Desktop)

Auto Assign Contacts to Team Members (Desktop)

When jewelers have multiple team members, newly added contacts or customers who message for the first time will be visible to the admin by default. These chats/contacts will not be visible to team members unless they are set to be auto-assigned. This way, the admin does not need to manually assign contacts/chats to team members. Instead, the admin can designate one manager to whom the chats will be automatically assigned and transferred immediately.

How to Set Up Auto Assign:

2. Enable the team member to whom the auto-assign feature should be applied.
3. Save the settings.