Assignment and Closing a Conversation
Learn how to assign a conversation and close a conversation

Assigning a Contact to an Agent

The Assignment dropdown menu can be found at the top right corner of the Messages Module. It may be used to assign or reassign a Contact to an agent. The dropdown menu will list all the available agents with their avatars. You can also search for a specific agent via the search box.

Closing a Conversation

Next to the Assignment dropdown menu is the Open or Close Conversation button. When a Contact has an open conversation, the button will allow you to close the conversation. When a Contact has a closed conversation status, you can open a new conversation to initiate contact.
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Last modified 8d ago