How to smart assign with teammates in different time shifts?

🧠 How to Smart Assign with Teammates in Different Time Shifts?

If your team works across different shifts and you want to automatically assign contacts based on working hours, here's a step-by-step setup using conditions and the "Modify Contact" action.

🔁 Use Case

Automatically assign incoming messages to different teammates depending on the time of day and who is currently not assigned.

 

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🛠️ Step-by-Step Setup

1. Trigger: Incoming Message

  • Start the flow with a Trigger node.
  • Set the event to Incoming Message.

2. Add Condition Node

Drag a Condition node and configure it with time-based assignment logic:

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✅ Condition 1 (Day Shift: 08:00 - 18:00)

  • If ALL of the following match:
    • Assignee is not Teammate A, Teammate B, or Teammate C
    • Time matches 08:00 to 18:00

✅ Condition 2 (Night Shift: 18:00 - 07:59)

  • If ALL of the following match:
    • Assignee is not CD - Teammate D or Teammate E
    • Time matches 18:00 to 07:59

✏️ 3. Modify Contact Based on Condition

Use the Modify Contact action to assign contacts depending on which condition is matched:

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🔹 For Condition 1:

  • Action: Modify Contact
  • Assign to: Teammate A, Teammate B, or Teammate C

🔹 For Condition 2:

  • Action: Modify Contact #1
  • Assign to: Teammate D or Teammate E

 
 
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