Vaaniq
Inbox & Team Conversations

How to Assign Conversations to Team Members

Claim a conversation yourself or hand it to a teammate so ownership is always clear.

Beginner 2 min read

Tutorial video coming soon

What You'll Learn

In this tutorial you'll learn:

  • Claim an unassigned conversation
  • Reassign a conversation to a teammate

Prerequisites

Before you start:

  • At least one other teammate invited to your workspace, if you want to reassign to someone else

Step-by-Step Guide

1

Open the conversation

Dashboard → Conversations → open a thread

Any agent can self-claim an unassigned conversation.

2

Click Assign

Use the Assign button in the conversation header. Agents can claim conversations for themselves; admins can reassign a conversation to any teammate.

Conversation header with the Assign icon highlighted
The Assign icon in the conversation header.
Assign To menu listing Unassign and the workspace's team members
Choose who owns the conversation.
Tip

Automatic load-balanced assignment (assigning new conversations to whichever active agent has the fewest open chats) is available as an Automation rule rather than a standalone inbox setting — see Creating Your First Automation.

How to Assign Conversations to Team Members — Vaaniq Tutorials