Intro

Streamline workflow with automated chat distribution. Assign incoming chats to teammates efficiently, either by specific criteria or through round-robin allocation. Let's optimize productivity!

Steps

Access Channel Settings

• On ChatDaddy, navigate to the User Icon on the top right corner and click Manage Channels.

Open Advanced Settings

• If you manage multiple channels (accounts), you’ll see a list of channels.
• Locate the channel you selected and tap on the three dots menu in the top right corner of its chat box.
• From the menu, select "Show Advanced Settings".

Configure Auto-Assignment

• Within the advanced settings, look for the section labeled "Auto-Assign Incoming Chats".

Choose Assignment Method

• You'll see options for auto-assigning teammates. Here are the two common methods:
  • Smart Assign: This option automatically assigns chats to the teammate with the fewest currently assigned chats.
  • Round Robin Assign: Select multiple teammates for this method. Chats will be automatically assigned to each teammate in a sequential order, ensuring a balanced workload.

Use Case

Scalability for growth

• As your customer base expands, auto-assign adapts, ensuring continued excellent service without constant workload adjustments.

Teamwork optimization

• Knowing chats are automatically assigned, team members can focus on their conversations and readily collaborate when needed.

Automatic chat distribution

• No more manual assignments - chats are automatically routed based on pre-defined rules (smart assign for balanced workload or round robin for team participation). This frees your team to focus on resolving customer inquiries quickly.

Contact us: Global Customer Support