Assigning a Chat to a Teammate
How chats are assigned by default
New chats from WhatsApp come as "Unassigned", by default. The chat may be re-assigned to any team member in the workspace.
If the teammate sends the first reply to an unassigned chat, that chat will be automatically assigned to that teammate. A "Responsible" teammate can be assigned to an individual chat as well as to a group chat. It can be re-assigned manually as shown below:
How to assign chats
To assign a chat to yourself or someone else:
- Hover your cursor over a chat you want to assign
- Click on the "Assign" icon, in the floating menu on the right
- Choose a teammate or yourself from the list
- Press "Assign"
To assign several chats to a person at once:
- Select several chats by ticking their respective checkboxes, which are on the left side of each chat
- Click on the "Assign" button that will show up in the menu at the top of the list
- Choose the person you want to assign from the list
To assign a chat from within a chat thread:
- Go into a chat and navigate to the "Contact Info" section on the right
- Click on "Responsible", to see a drop-down menu:
- In the drop-down menu select a teammate you want to assign a chat to:
The selected user will receive an email and in-app notification, so this feature may be useful to set tasks to manage specific chats. You can unassign a chat from the same drop-down menu in the chat view.
Note: You need to have other team members in your workspace for this to work. You can invite team members into TimelinesAI using the Team menu.
Tip: The "Assign" feature works well with the custom Assign Filter. You can set a custom list that will display chats assigned to a specific teammate in a separate tab (e.g. display only chats assigned to "Katrine" or "Josh", etc.).
Learn how to create custom Chat Filters here.
Updated on: 27/01/2023
Thank you!