Automatic assignment rules can be set up based on the established teams.
1. Step 1: Please go to Automation → Automation rule
2. Step 2: Click Add Rule Now or choose New from Templates to view existing templates for reference.
3. Step 3: Select Conversation group assignment, and click Use template.
4. Step 4: Give your rule a convenient name for easy identification.
5. Step 5: Add condition. Select a store URL/Email address, which will take effect according to the team. (PS: You may read Related email integration/multi-store integration articles and complete integration)
Note: When adding multiple conditions, remember they operate on an OR basis rather than AND. If using AND, all conditions must be met for the rule to take effect.
6. Step 6: Select a team you want the inquiry from regarding email/store to be assigned.
7. Step 7: Click "save changes".
8. You may check your new rule and status in the Automation rules.
Notes:
- Separate teams were completed based on distinguished rules.
- Messages from your different emails/stores will be assigned to the different teams according to your rules.
Not satisfied with this page? please contact us for more customizations!