Features / Assignments

A new conversation shouldn't wait on whoever happens to own the phone.

A single shared number is only as useful as the routing behind it. Without it, every message either goes to one person by default, or waits for someone to notice it in a crowded shared inbox - neither of which is the fast reply a customer on WhatsApp expects.

Automatic

Routing the instant a new conversation starts

Round robin

Or assign to whoever's online right now

0

Conversations waiting on someone's day off

WHY THIS EXISTS
Whoever's phone it is becomes a bottleneck by default

Without routing, a shared number often defaults to whoever set it up first, or to nobody in particular - meaning every new conversation either piles onto one person or gets missed while the team assumes someone else has it.

The busier the number gets, the worse this scales: more conversations means more chances for one to sit unanswered simply because it never got assigned to anyone in particular.

Every new conversation lands with someone, immediately

Round robin by default

New conversations rotate evenly across your team, so no one person absorbs every incoming chat.

Route to who's online

Assign to whoever's actually active right now, so a conversation doesn't wait on someone who's stepped away.

Reassign in one click

Move a conversation to someone else instantly if it needs a different owner - nothing is locked in.

Full history travels with it

Reassigning never drops context - the full conversation stays attached for whoever picks it up next.

HOW IT WORKS

From trigger to result

1
A message arrives

A customer messages your shared WhatsApp number for the first time.

2
Routing assigns it

Based on your settings, it's assigned round robin or to whoever's currently online.

3
The right person replies

The assigned teammate sees it immediately in their view of the shared inbox.

4
Reassign if needed

If it turns out to need a different owner - a specific rep, a manager - move it in one click.

What's included

Automatic routing for new conversations - round robin or availability-based

One-click manual reassignment at any point in a conversation's life

Per-message attribution, so it's always clear who replied and when

Built with no tier-gating - available on every plan, from Small up

Combine with automations to route based on a keyword match, not just "new conversation"

Full message history stays with a conversation through every reassignment

Where it fits in your plan

Included on every plan, from Small up - no tier-gating on this feature.

This one isn't rationed by plan tier - connect a number on any plan and it works the same way from day one.

A new customer messages your shared number on a Tuesday afternoon. Three agents are online; routing assigns it to whichever one has gone longest without a new conversation, keeping the load even across the team. The agent replies within two minutes - not because they were staring at their phone, but because the conversation found them the moment it arrived.

Questions about Assignments

Is routing on every plan, or just higher tiers?

Every plan - smart lead routing has no tier-gating, so it works the same on Small as it does on Large.

Yes - routing is a setting you control, not a requirement. Teams that prefer manual assignment can turn automatic routing off.

It stays with them until reassigned - availability-based routing affects new conversations, not ones already assigned.

Try it with your own team

Connect a WhatsApp number and see assignments working in minutes.