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How to Assign Users in Conversations in Pest AI | Pest AI

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How to Assign Users in Conversations in Pest AI

Improve your team's workflow by learning how to assign users to conversations in Pest AI. This article offers a detailed guide on the process of designating specific team members to handle particular conversations, ensuring accountability and streamlining communication responsibilities. Discover how to use this feature to manage client interactions effectively and enhance the overall efficiency of your team.

1. Click 'Conversations' to begin.

1 Click here.

2. Now, select a contact name.

2 Then, click on the element.

3. Navigate to the 'Owner' field.

3 Upload

4. Choose a team member to assign.

4 Click on "CS".

5. Click on 'Contacts' for more options.

5 Then, click on "Contacts".

6. Look for the 'Owner' section.

6 Click on "Unassigned".

7. Finally, pick a staff member for assignment.

7 Next, click on "Carlos Salazar".

This workflow was created with Supademo.

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