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.

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1. Click 'Conversations' to begin.

2. Now, select a contact name.

3. Navigate to the 'Owner' field.

4. Choose a team member to assign.

5. Click on 'Contacts' for more options.

6. Look for the 'Owner' section.

7. Finally, pick a staff member for assignment.

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This workflow was created with Supademo.