Assigning Chats to member of team they have worked with previously

Choward525 · ‎Jan 20, 2022

Our Customer Service Team is split into two different divisions. An Engineering division for product knowledge and project assistance and a Help Desk division for ordering questions, website help, etc...

Specifically in our engineering division I would like to automatically assign a website chat/email from a shared inbox based on if our cusomters have worked with a specific rep before.

Right now I am only seeing that I can assign based on Users/Teams in a round robin format or by Contact Owner. Neither of those will work for my current situation as our Sales Reps are designated as Contact Owners in Salesforce

Aakar · ‎Feb 2, 2022

Sorry, I'm not using HubSpot chat.

Aakar Anil
Marketing Technologist
aakar.me | @aakarpost | in/aakarpost

PamCotton · ‎Jan 21, 2022

Hello, @Choward525 I would like to add some top experts to this matter to help by sharing their thoughts @Aakar @StefaniUAT @lynton any recommendations to @Choward525 ?

Thank you,

Pam

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