Hi @Jon_Sasala !
I have a similar case. Do you happen to know how to solve it?
https://community.hubspot.com/t5/Sales-Hub-Tools/Restrict-view-and-reply-to-assigned-conversations/m-p/423674/highlight/true#M5604
Restrict view and reply to assigned conversations
Hi! I have a very specific support project. Once one of our psychologists replies to potential client in the shared inbox of web chat, it’s important that the conversation becomes not available anymore for the rest psychologists-agents in the same inbox. I’ve looked for so many solution to find a proper web chat tool, but I failed. Here I was told by support that it can be done:
A couple of workarounds I am seeing would be to have different permissions for each user (more info on this here: HubSpot user permissions guide ) so some cannot view certain aspects of the CRM like chat, this way you can set different assignees to chats + hide the others’ permissions to not see the chat if it is not assigned in their name (all the steps on this here! A guide to the conversations inbox )
However, I still can’t set it. I’ve created to chat agent with almost no rights etc, but they still can see, reply and re-assign converstions… Can anybody advice on this matter. Thanks a lot!
Dan