Give chats to your team (and round robin)
Choose who looks after each chat, by hand or automatically.
4 minPlans: Round robin: Pro and higher
Before you start
- More than one person in your team (Settings → Team).
- 1
Assign a chat by hand
Owners and admins: open the chat and use the 👤 menu at the top to pick a team member, or Nobody.
Open this in Nuha ChatChat with Aisyah👤 You (ali@kedai.my) ▾Nobody · siti@kedai.mySketch of the Chat with Aisyah screen - 2
Agents: take a chat
Agents tap Take chat on a free chat, or Yours · let go to free it again.
- 3
See your chats
Use the Mine and Unassigned views in the Inbox.
- 4
Turn on round robin
Go to Settings → Team, find Chat assignment, and choose Assign when a human is needed or Assign every new chat.
Open this in Nuha Chat - 5
Choose who is in the rotation
Under In the rotation, tap the people who should get chats. Tap Save.
- 6
Keep chats private (optional)
Tick Agents see only their own chats. Agents then see their chats plus chats not given to anyone. Owners and admins still see everything.
Tips
- A returning customer stays with the same person.
- When someone replies to a free chat, it becomes theirs.
Something not working?
The round robin options are locked.
Automatic assignment is on Pro and higher. Off (assign by hand) works on every plan.
I don’t see the 👤 menu in chats.
It only shows when your business has more than one team member.