Reassign Chat

If Sam Lee wants to reassign the chat to some other CRM user, he can do it from directly within CRM as shown below:

• Go to Message -> Message Session

• Click on “Assign Message Session”

The Assignment window will appear on the screen.

Assign To: Enter the name of the person you want to assign the chat session to. User or Team: Choose a specific user to handle the conversation individually or assign it to a team for collaborative management.

Also, if Sam Lee leaves the chat, immediately the notification pops up in CRM where other Users, for example, Alex Peter can take charge of the conversation by clicking on the “Assign to Me” button.

Website Visitor, Sam, will get notified regarding the same as shown below:

With this, you can maintain seamless customer interactions with instant chat reassignment—ensuring uninterrupted communication and quick responses, even when team members switch roles.