Conversation Assignment

Assign conversations to team members for follow-up and accountability

When your team shares a phone number, knowing who's handling each conversation keeps follow-ups from slipping through the cracks. Conversation assignment will let you make one teammate the owner of a thread in the inbox.

What it'll do#

Each conversation will hold one assigned teammate at a time. That person becomes the owner responsible for the reply. Assignment will be scoped to your organization, so you can only hand a thread to someone already on your team. When a conversation is assigned to you, you'll get an in-app alert so it doesn't sit unanswered.

Coordinating in the meantime#

Until assignment lands in the inbox, here's how to keep a shared number organized without stepping on each other:

Hand off with a note. When you want a teammate to take over a thread, add a conversation note and @-mention them. The mention sends them an alert, and the note stays in the timeline so the context isn't lost.

Agree on a claim signal. A quick convention works well — the first person to reply adds a short note like "I've got this" so nobody doubles up.

Use the read filters. The inbox list filters by All, Unread, and Read. Opening a conversation marks it read for everyone, which is a simple way to see at a glance what still needs a first response.

What's next#

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