Assigning A Conversation
Assigning conversations to an employee is a crucial feature that streamlines workflow and ensures accountability within the communication interface. This functionality allows users to designate specific team members to handle individual customer interactions, ensuring that each query is directed to the most suitable person for a timely and effective response. By assigning conversations, managers can balance workloads, monitor performance, and ensure that no customer query is overlooked. This targeted approach improves efficiency, enhances customer satisfaction, and ensures that every interaction is managed by a responsible and knowledgeable employee.
How To Assign A Conversation
To assign a conversation,
Select the Summary tab of the conversation.
In the Assigned To section, click on the Assign to others button. A modal appears in the middle of the screen.
Select the employee to whom you want to assign the conversation from the Assign drop-down.
Add a brief message if it is required and then click on the Assign button.
You have now successfully assigned the conversation.