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Guides and workflows / Assign an inbox item

Assign an inbox item

Overview

Route an interaction to a user or team.

Before you start

  • You can access Inbox.
  • An interaction is selected.

Complete the workflow

  1. Go to Inbox / Cases.
  2. Open Inbox.
  3. Use Status or Search to find the interaction.
  4. Choose Assignee.
  5. Choose Team if needed.
  6. Click Assign interaction.

Review the result

The selected interaction reloads with the assignment applied.

Troubleshooting

  • If Assign interaction is disabled, select an interaction.
  • If permission is denied, ask an admin for inbox access.