Assign owners
Route a conversation to the right teammate the moment it needs a person.
Assign conversations, leave notes and hand chats to the right person with full context — everyone works from the same view.
Workflow step
Assign to sales team
The conversation goes to an available teammate on the sales team, with the AI summary attached.
AI and your team share the same conversations, the same context and the same view.
Route a conversation to the right teammate the moment it needs a person.
Set roles and routing so everyone only handles the conversations meant for them.
Notes, tags and history stay on the conversation for whoever picks it up next.
AI and your team work from the same workspace, not separate tools.
Roles, routing, tags and business context decide who sees what — and who a conversation goes to next.
Routing and roles that keep every conversation with the right person.
Send pricing and wholesale conversations straight to the sales team.
Talk to usAssign a conversation to one teammate so nothing is answered twice.
Talk to usLeave a note for the next teammate — like a preferred follow-up channel.
Talk to usGive each teammate access to the conversations and tools their role needs.
Talk to usSet roles, routing and tags so every conversation reaches the right teammate.