How to Assign Chats in DialogPay

Managing customer conversations efficiently is essential for businesses to deliver exceptional service. One of the best features of DialogPay is the ability to assign chats to specific team members. This helps distribute the workload evenly, ensures that customer queries are handled by the most qualified agents, and improves overall response times.

How to Assign Chats in DialogPay

Follow these steps to assign chats to specific team members within DialogPay:

Step 1: Log in to Your DialogPay Account

Begin by logging into your DialogPay account. Make sure you have the necessary permissions to assign chats, as this feature may be restricted to certain user roles (such as Admin).

Step 2: Navigate to messages Section

Once logged in, go to the messages tab on your dashboard. This is where all incoming and ongoing conversations are displayed. You’ll see both new and active chats that require attention.

Step 3: Select the Chat to Assign

From the list of chats, choose the conversation that you want to assign. You can click on the chat to view the details of the conversation, such as customer queries and any ongoing discussions.

Step 4: Click the “Assign” Button

Once you’ve selected the chat, click on the Assign button in the chat window

Step 5: Choose the Team Member to Assign the Chat To

After clicking the Assign button, you’ll be prompted to select a team member from the list of available agents. You can choose someone based on their expertise, availability, or workload.

Search for a team member: Use the search bar to quickly find the agent you want to assign the chat.