Bulk Assignment - Assign Many Conversations at Once

Overview

Bulk Assignment lets you route many conversations at once instead of opening them one by one. It is the fast way to balance workload, hand a batch of chats to a teammate, or clear a backlog.

Assign conversations in bulk

1. In the inbox conversation list, turn on selection
2. Select the conversations you want to route (tick several at once)
3. Choose Assign and pick the agent or department
4. Confirm, and all selected conversations are reassigned together

When to use it

• Distributing a backlog across the team at the start of a shift
• Handing a set of conversations to a specialist or department
• Reassigning an agent's conversations when they go offline

Tip: Combine Filters with bulk assignment: filter down to exactly the conversations you want, select them all, and assign in one move.

Next Steps

• Filter the list before assigning →
• Back to the Inbox →