How can I automatically assign new conversations? | Community
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How can I automatically assign new conversations?

  • June 25, 2020
  • 1 reply
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I want new conversations to be automatically sent to a specific person or team, how can I set that up?

Best answer by Eric Fitz

If you’re an Inbox Pro customer, or on an Accelerate or Scale plan, you can automatically assign conversations that meet certain criteria to different teammates or teams.

 

This is a great guide on how to set this up and outlines particular use cases for which you might want to create assignment rules!

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Eric Fitz
Employee
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  • Eric FitzEmployee
  • Employee
  • Answer
  • June 25, 2020

If you’re an Inbox Pro customer, or on an Accelerate or Scale plan, you can automatically assign conversations that meet certain criteria to different teammates or teams.

 

This is a great guide on how to set this up and outlines particular use cases for which you might want to create assignment rules!

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