Peasy Sales provides a round-robin auto-assignment system for conversations. The assignment follows the logic mentioned below.
Note: Round robin assignment is enabled by default.
- If there are agents online who have access to the inbox in which a conversation is created, the system would distribute the conversations equally among the online agents.
- If all the agents are offline, the system would distribute the conversations equally to all agents.
Enable round-robin assignment #
To enable round-robin assignment in your inbox, follow the steps below.
- Go to Settings -> Inboxes.
- Click on the inbox settings link of the inbox you want to enable round-robin assignment.
- Scroll down to see the setting for Round-robin, as shown below.
- Change it to “Enabled” and click on “Update”.