AIMERICA
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Assign a text conversation to a teammate

Show who looks after a conversation, hand it to someone who can see the line, or clear it.

Video tutorial, 0:55 · English captions · Download the video

In a conversation, the name next to the reply tools is the person looking after it. Press the person icon to open Assign this conversation, then pick a name, or Nobody in particular to clear it.

In this video

Step by step

  1. 1

    On a busy line, assigning a conversation tells everyone who is looking after it. Open the conversation.

  2. 2

    Fold the inbox column, so the tools have room.

  3. 3

    The name next to the tools is the person looking after it. Here, it is Kevin.

    Looked after by Kevin
  4. 4

    Click the person icon to open Assign this conversation.

    Click the person icon
  5. 5

    The list shows the people who can see this line. On your own line, that is only you. On a shared or company line, it is the whole team.

    People who can see this line
  6. 6

    Pick a name to hand it over, or Nobody in particular to clear it.

  7. 7

    Close the panel.

The list holds the people who can see that line: only you on your own line, the whole team on a shared or company line. A pick applies at once.

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