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Assigning conversations

To assign a customer query to your team members follow these steps:

  • Open the customer conversation that you would like to assign
  • On the top of the chat you will find your name in a dropdown box which look like this:
  • Click on the dropdown option and select the team member that you find most appropriate to deal with the customer
  • Once you select, the team member will be notified straight away if they are active online on Richpanel platform
  • If the assigned support agent is offline then when they login they can view the assigned chat by filtering
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