Assign Tickets

Route conversations to the right agent or team for faster resolution.

Manual Assignment

Assign tickets to specific agents or teams manually:

  1. Open a ticket from the inbox
  2. Click the Assign dropdown in the ticket header
  3. Select an agent or team from the list
  4. The assigned agent will receive a notification

Auto-Assignment

Set up rules to automatically route incoming tickets to the right person:

  • Round-robin — Distribute tickets evenly among available agents
  • Channel-based — Route tickets based on the source channel
  • Keyword-based — Auto-assign based on message content
  • Label-based — Route based on auto-applied labels
  • Team-based — Assign to specific teams based on rules

Reassignment

Tickets can be reassigned at any time. When a ticket is reassigned:

  • The previous assignee is notified
  • The new assignee receives an assignment notification
  • An internal note is automatically added showing the change
💡 Tip: Use the "Unassigned" filter to find tickets that haven't been picked up by any agent yet. This helps ensure no customer is left waiting.

Last updated: March 2026