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  • 👋ChatMonster Support Centre
  • Getting Started
    • Plan and pricing
    • Creating an account
  • Features
    • Inbox
      • Searching conversations
      • Filtering conversations
      • Marking conversations as unread
      • Invisible mode
      • Replying to messages
      • Unsending messages
      • Adding emojis, attachments and audio
      • Using Quick Replies
      • Changing conversations' status
      • Opening & downloading attachments
      • Assigning team members
      • Editing contacts in inbox
    • Contacts
      • Importing new contacts
      • Deleting contacts
      • Adding tags
      • Searching contacts
      • Editing contact information
    • Campaign
      • Creating a campaign
        • Start new campaign
        • Selecting channels to send
        • Managing recipients
        • Inserting texts, emojis and attachments
        • Adjusting sending frequency and expected completion time
        • Scheduling a campaign
        • Saving/publishing a campaign
      • Editing a campaign
      • Deleting a campaign
      • Campaign status
      • Campaign analytics
    • Automation
      • Creating an automation
        • Adding a new automation
        • Selecting channels for triggering
        • Triggering keywords
        • Adding actions
          • Sending messages through automation
          • Assigning/unassigning team members through automation
          • Updating conversations' status in automation
          • Adding/removing tags through automation
        • Removing actions
        • Saving/publishing an automation
      • Editing an automation
      • Deleting an automation
      • Automation status
      • Automation info and analytics
  • Channels
    • Connecting new channels
      • WhatsApp
      • Instagram
        • Switching Instagram to Professional / Business Mode
        • Connecting Instagram to Facebook / Meta account
      • Facebook Page
    • Checking channel status
  • Account settings
    • Managing profile information
    • Password settings
      • Changing your password
      • Forgetting your password
    • Language settings
  • Team settings
    • Managing team information
    • Adding / removing team members
    • Member roles
    • Editing member roles
  • Quick Links
    • System status
    • Contact us
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  1. Features
  2. Inbox

Assigning team members

You may assign your team members to specific conversations to choose the most suitable person to give the best response to clients.

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Last updated 2 years ago

To begin, click on the conversation to which you wish to assign your members. You may click on the box highlighted below in the top right-hand corner. All conversations should begin with "Unassigned".

After that, a list of members of your team will show up. You may assign a particular member to the conversation by clicking on the member's name.

"This conversation was picked up by (member's name)" will appear above the chatbox for a successful assignment.

If you would like to know how to add or remove team members, you may refer to .

Adding / removing team members