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How can I automatically assign new conversations?

  • 25 June 2020
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I want new conversations to be automatically sent to a specific person or team, how can I set that up?

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Best answer by Eric Fitz 25 June 2020, 18:26

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If you’re an Inbox Pro customer, or on an Accelerate or Scale plan, you can automatically assign conversations that meet certain criteria to different teammates or teams.

 

This is a great guide on how to set this up and outlines particular use cases for which you might want to create assignment rules!

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