Bulk Assignment - Assign Many Conversations at Once
Select multiple conversations in the inbox and assign them to an agent or department in a single action.
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
- In the inbox conversation list, turn on selection
- Select the conversations you want to route (tick several at once)
- Choose Assign and pick the agent or department
- 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.