WhatsApp chat assignment
Assign every WhatsApp chat to the right person, then resolve it
Clear ownership
Every chat shows who it is assigned to. No more two people replying to the same customer, or nobody replying at all.
Staff see only what is theirs
Staff see their own number's chats plus anything assigned to them. Owners see everything. The server enforces it, not just the screen.
Resolve and move on
Mark a chat resolved when it is done.
How to
Set up assign and resolve
- 1
Open a chat in the inbox.
- 2
Choose a teammate from the assign menu. They are notified in the app and on desktop.
- 3
When the customer is sorted, mark the chat resolved.
FAQ
Common questions
Can an owner see chats assigned to staff?
Yes. Owners see every chat across every number in the company.
Can staff see each other's chats?
Only when a chat is assigned to them. Otherwise staff see the chats on their own linked number.
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