All docs

Assign an inbox item

Use this guide to route an interaction to a user or team.

Before you start

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

Steps

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

Result

The selected interaction reloads with the assignment applied.

If it does not work

  • If Assign interaction is disabled, select an interaction.
  • If permission is denied, ask an admin for inbox access.
  • Contact support if the issue continues.