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How to Assign a Chat to a Teammate

Assigning a conversation makes clear who on your team is responsible for it.

Updated Jul 10, 2026

Assigning a conversation makes clear who on your team is responsible for it.

Step 1 — Open Contact Info

In the conversation, tap the contact's name at the top (it says "tap for contact info").

Tap the contact name

Step 2 — Choose an assignee

Under Assignee, tap the dropdown and pick a team member (or Unassigned to clear it).

Pick a teammate from the Assignee dropdown

Step 3 — Save

Tap Save Changes to apply. Your teammates can then filter the inbox by assignee to find their chats.

Tap Save Changes

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