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Assign, Reassign, and Hand Over a Teammate's Contacts

Assign a conversation to yourself or a teammate, assign in bulk, and hand over contacts when a teammate leaves.

Single Conversation

Open the conversation, click the Assignee dropdown in the contact panel on the right, and pick yourself or any teammate.

Bulk Assign

  1. Click the lightning icon at the top of the inbox list in the search bar.

  2. Click each contact, or hold Shift and click two contacts to select everything in between.

  3. Hit Assign and pick a teammate.

Auto-Assign

To skip the manual step, set up Auto-Assignment or Auto-Assign on Agent Message in Settings → Inbox → Inbox Agents. The full walkthrough is in the Settings guide.

When a Teammate Leaves

Before you remove a teammate, hand over their contacts. When you remove them as an Inbox Agent in Settings → Inbox → Inbox Agents, Ellipsend asks what to do with their contacts. Pick another agent, or pick Unassigned, then click Save Changes.

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