Assigning Conversations to Team Members
Ensure the right team member is responsible for replying to a specific lead.
For: All Users
Time: 2 minutes
Instructions
1
Open the Conversation
Select the conversation you want to assign.
2
Locate the Assignee Dropdown
Look at the top of the middle column, right next to the contact's name. You will see a dropdown menu that says "Unassigned" or shows a user's name.
[SCREENSHOT NEEDED: Assignee dropdown at the top of the thread]
3
Select the User
Click the dropdown and select the team member who should handle this conversation.
What Success Looks Like
- The conversation shows the assigned user's name.
- The assigned user receives a notification (if their notifications are enabled).
Last updated: 10/1/2026