How to assign conversations based on time shifts?

Osnovyanenko
Contributor | Gold Partner

Hello!

 

I am having a hard time setting up a mailbox assignment for users. I have 3 colleagues who should be assigned new conversations based on when they arrive.

 

Currently, in the mailbox automation options, I've set it to be assigned to a contact's owners. So that's a start. I need to figure out how to assign a contact owner based on their availability. In team management settings, I can manually set availability. However, being away did not assign another next available user.

 

Any ideas on this?

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3 Replies 3
TiphaineCuisset
Community Manager

Hi @Osnovyanenko 

 

Thank you for reaching out

 

With a paid Sales or Service Hub seat, you can set routing rules based on availability. For more specifics and information I want to share the following resource with you:

Set your conversations routing rules

 

Hope that helps.
Have a lovely day,
Tiphaine.


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Osnovyanenko
Contributor | Gold Partner

Hi Tiphaine!

 

Thank you for sharing the article. When I read it, I didn't find a solution to my challenge. While I can choose a team, the system will assign conversations randomly. That's why I have posted my question here.

 

Since I can choose a contact owner, I thought about creating a workflow that would assign the right user.

 

 

TiphaineCuisset
Community Manager

Hi @Osnovyanenko 

 

Are you talking mainly about chat or emails? If you're talking about chats, your agents must be available. If this is for emails, then you are correct it will be chosen randomly from the users specified.  

 

I'm going to tag some of our thought leaders on this - @Mike_Eastwood @Bryantworks @MatthewShepherd do you have best practices/tips to share with @Osnovyanenko on how to deal with users being away and routing conversations? 

 

Thank you!

Tiphaine


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