Assign Conversation

Assign Conversation

Enhance customer interactions with a personalized touch using our conversation assignment card. Assign to users, teams, bots, or contact owners in your WooChat Account.

Who can use this Card?

• WooChat Users having permission to either build and deploy bots or manage bots.

• Available on all paid plans.

Overview

This card allows your agents to take over the conversation and provide a personal touch.

You can Assign the Conversation to any of the User or Team or Bot or their contact owner listed in the CRM software.

Assign to a user

If you select Assignee Type as user, then Assignee will be one of the users that you have invited on your WooChat Account.

Assign to any Team

If you select Assignee Type as Team, then Assignee will be all the Teams that you created on your WooChat Account.

Assign to any Bot

If you select Assignee Type as Bot, then Assignee will be the Bots you created on your WooChat Account.

Assign to any contact owner

If you select Assignee Type as contact_owner, then Assignee will be contact owner of the lead (on the CRM).

Once the Assign Conversation card is triggered, the visitor can wait for an interaction with your agents.

Store Response in the variable

The Store Variable feature improves how we keep track of who is handling each conversation. It does this by letting us save information about the person assigned to a conversation right in the Assignment section. This makes it easier to see who is in charge of a conversation and helps with creating reports.