Assigning a Conversation

Search

  1. Follow Up Boss - Help Center
  2. Getting Started
  3. Follow Up Boss Basics

Becca Hancock
  • Updated

Assigning conversations is beneficial when there are specific users on your team that need to address the conversation at hand. Whether this is a conversation in a team inbox or your personal inbox, conversations can be assigned on the desktop and the app. 

 

How it Works

 

How to Assign a Conversation

Desktop

1. Go to Inboxmceclip11.png

2. Open the conversation by clicking on the communication preview

3. Click Me/Inbox Name in the upper right-hand corner of the conversation mceclip12.png

4. Search and Select the desired user/inbox to assign the conversation mceclip13.png

5. The conversation will automatically move to your Assigned Inbox mceclip14.png

6. The assigned user(s) will be notified of the conversation based on their Notification Settings. The conversation can also be found in the assigned agent's (or team inbox) inbox.

 

iPhone App

1. Click Inbox in the lower left-hand corner of the app

mceclip7.png

2. Click the Communication Preview to open it 

3. In the upper right-hand corner, click the Three Horizontal Dots > Assign Conversation mceclip4.png

4. Search and Select the desired user/team inbox to assign the conversation  mceclip2.png

5. The conversation will automatically move to your Assigned Inboxmceclip5.png

6. The assigned user(s) will be notified of the conversation based on their Notification Settings. The conversation can also be found in the assigned agent's (or team inbox) inbox.  mceclip10.png

 

Android App 

Assigning conversations is coming soon to the Android app! When you are assigned a conversation, it will appear under My Inbox on the Android app. Android user notifications for assigned conversations are based on their Notification Settings. 

mceclip9.png

Related articles