How to assign conversations based on user's data?

Assign conversations based on user's data

If you want to assign a conversation based on the user data, you can use the Smart Assignment Rules. You can edit the rules, add the new rules, you can filter even on message context. So let's see how we can do it:

1. Go to the Project Settings 

The Default assigner for incoming conversation is the very top priority rule.

You can choose to assign automatically every incoming conversation to a team or a teammate. 

2. Click on Messages on the left menu and under Messages click on Assignment rules
3. Click on the Add new rule button on the top right corner of the page

  •  From the new Rule created, scroll down the page and click on Edit
  •  Choose a name, add your first condition

    Remember that the priority of the assignment is higher on the top. So if you want to give more priority to a specific rule, you should move it on top.

And it's all done! Great results, my friend. 😀