Unified Inbox
Assigning conversations to team members
3 min read
On Growth and Agency plans, you can assign conversations to specific team members so the right person handles each conversation.
Assigning a conversation
1
Open the conversation
Click a conversation in the Inbox.
2
Click "Assign"
Find the Assign button in the top-right of the conversation panel.
3
Select a team member
Choose from your team. The assignee receives an in-app notification.
Tip: Use automation rules to automatically assign conversations: e.g. "All DMs containing 'invoice' → Assign to Finance team".