Every conversation in Peasy Sales can have an assignee. An assignee can be manually added to the conversation via the web console or the API, or the organizations can opt for round-robin assignment system. This doc explains how you can assign an agent to the conversation.
Manual Assignment #
Click on Add Labels below Conversation Labels and select the category to which this conversation belongs.
A conversation can be manually assigned to 2 categories of users.
- Agents who have access to the inbox in which the conversation is created.
- Administrators who can access every conversation in the system.
- To assign an agent or admin to a conversation, an admin/agent can select the assignee from the dropdown named under “Assigned Agent” from the “Conversation Details” section in the right sidebar, as shown below.
