How to assign chats to your associates (Dashboard)

As a Clientbook Admin or Manager, you can assign chats to your associates. Assigning chats means that those client conversations will then appear in your associate's message box in the app and Dashboard. To assign a chat to your associates, follow the steps below:

This article explains assigning chats to your associates in the Dashboard. Click HERE to see how it works in the IOS app.

1. Click on the Inbox tab at the top of the Dashboard. 

2. Click on Store Inbox. 

            Important: You can only assign chats from the Store Inbox. You also need to be an Admin or

Manager in Clientbook.

3. Hover your mouse over a chat that you would like to assign. Click on the three dots next that appear next to it. 

4. Click on Assign. 

5. Select an associate. You can also select multiple associates and the chat will appear in each associate's inbox. 

6. Click on Save. 

 

In the Mobile App

1. Navigate to the Inbox: Open the Clientbook app and tap on the Inbox tab.

2. Access the Store Inbox: Tap on Store Inbox to view all messages.

3. Assign the Message Thread:

   • Find the message thread you want to assign.

   • Swipe left on the message thread.

   • Tap on the Assign button that appears.

4. Choose the Associate: Select the associate you want to assign the client/message to.

The associate will immediately see the assigned client’s conversation in their My Inbox.

And that's it! Now that chat will appear in each associate's inbox. If you have any questions about the Dashboard, reach out to our Customer Support Team at [e-mail] or [phone].