Owner assignment for Messages Tool

Route messages to specific Sales Pro users based on the individual Messages created.

 

We have multiple products and sales reps who specialize in each offering. If someone asks a question on a specific product page, we need that chat to be automatically routed to the designated specialist in that area.

HubSpot updates
23 Replies
mblank
Occasional Contributor

That's great to hear, @hroberts. Thanks!

nstone
Regular Contributor

this would be a great idea

troelsfeodor
Top Contributor

I believe this is now possible with the "Route incoming chats to:" setting on the individual message

mlelieveld
Occasional Contributor

Yes. Please!

DigtalRavey
New Contributor

We would like the ability to not only assign a team of users to messages like in the current round robin fassion... but also  be able assign users in a specific order to users...

 

For example , current user case.

Assign a team of user to the message in messages dashboard... they are assign round robin fashion. 

 

Sales Pro 1

Sales Pro 2

Sales Pro 3 

Sales Pro 4

 

We would like to be able to order

 

Sales Pro 3

Sales Pro 2

Sales Pro 1 

Sales Pro 4

 

Many Thanks

Dave

 

DaveJoRo
Occasional Contributor

This would be awesome! Our team was just discussing this after switching over from a different live chat platform.

DaveJoRo
Occasional Contributor

This wouldd be extremely helpful for our sales team as we have reps focused on specific parts of our business that can help chat users better dependent on their needs!

jstahl
Occasional Contributor

This is a feature that is necessary for international teams - and extremely convenient when we start sending chats to people with the specific knowledge to answer that customer's question.

HubSpot Product Team
HubSpot Product Team
updated to: In Planning
 
Nwclark85
Regular Contributor

This is a key feature for us, members of our team have specific expertise and therefore it is much easier for them to be able to transfer a specific chat to a member of the team that is better placed to answer.

 

That and they may need to pass over due to becoming unavailable.

 

This is a KEY feature for us