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Chat assigned

Chat assigned trigger
Runs when a chat is assigned to one or more team members you select. Use this to run automations only when certain users receive the chat, for example, notifying a specialist, updating internal tools, or applying role-specific workflows.

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Fields

  • Channel (required): Select the channel where this trigger will run.
  • Users (required): Select the users for whom to fire this trigger.

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Use cases

  • Notify the assigned agent: Send an email or internal notification to the user who received the chat so they know a new conversation was assigned to them.
  • Role-specific workflows: Run different automations when a chat is assigned to support vs. sales (e.g. different templates or next steps).
  • Update external systems: When a specialist is assigned, call an API to update your ticketing system or CRM with the assignee.