The "Assign" feature in the CRM Inbox allows Customer Service and Sales agents to take ownership of guest tickets by selecting their name from a list after clicking the "Assign" button. Assigning tickets ensures that each request is promptly and effectively handled by a specific agent, providing a personalized service. This system helps to prevent overlapping work and confusion about who is handling a ticket, streamlining communication and increasing efficiency in addressing guest needs.
To assign a Guest Ticket:
Open the CRM module
Click the "Assignee" button
in the "Assignee" column next to the guest ticket you wish to handle.Choose a user from the list to assign the ticket
To remove the assignee, click on the "X" next to the assigned user
💡 You can also assign guest tickets directly from the guest chat interface.