Steps

Step 1: Access Channel Settings

• On ChatDaddy, navigate to the User Icon on the top right corner and click Manage Channels.

Step 2: Open Advanced Settings

• If you manage multiple channels (accounts), you’ll see a list of channels.

• Locate the channel you selected and tap on the three dots menu in the top right corner of its chat box.

• From the menu, select "Show Advanced Settings".

Step 3: Configure Auto-Assignment

• Within the advanced settings, look for the section labeled "Auto-Assign Incoming Chats".

Step 4: Choose Assignment Method

• You'll see options for auto-assigning teammates. Here are the two common methods:
• Smart Assign: This option automatically assigns chats to the teammate with the fewest currently assigned chats.
• Round Robin Assign: Select multiple teammates for this method. Chats will be automatically assigned to each teammate in a sequential order, ensuring a balanced workload.