Assigning Conversations

In busy inboxes, delegating conversations to the right teammate ensures faster response times and better customer experiences. Chablyy lets you assign chats to specific agents with just a few clicks — including optional notes to provide helpful context.

🚀 Quick Steps

• Open the Live Inbox.
• Select the conversation you want to assign.
• Add a note (optional) to give extra context to the teammate.
• Assign a teammate to handle the chat.

📋 Detailed Steps

1. Go to the Live Inbox and select the conversation you want to delegate.
2. Click Assign in the chat header.
3. Choose a teammate from the dropdown list.
4. (Optional) Add a note to provide context or instructions.
5. Click Confirm — the teammate’s name will now appear as the conversation owner.

💡 Pro Tips

• Assign chats early to avoid delays and keep response times low.
• If no one is available, you can leave the conversation unassigned.
• Use roles & permissions to control who can assign or be assigned to conversations.
• Add clear and concise notes to help teammates respond effectively.

✨ Smart conversation assignment leads to smoother workflows and happier customers.