How to Assign Users in Conversations in Pest AI

Carlos Salazar

Updated: Jun 17, 2024

Description

Improve your team's workflow by learning how to assign users to conversations in Pest AI. This article offers a detailed guide on the process of designating specific team members to handle particular conversations, ensuring accountability and streamlining communication responsibilities. Discover how to use this feature to manage client interactions effectively and enhance the overall efficiency of your team.

Steps

Click 'Conversations' to begin.

Now, select a contact name.

Navigate to the 'Owner' field.

Choose a team member to assign.

Click on 'Contacts' for more options.

Look for the 'Owner' section.

Finally, pick a staff member for assignment.