Assign, transfer and add notes

When several people share one WhatsApp number, these tools keep everyone in sync. The customer never sees any of them.

Assign a chat

At the top of an open chat, use the drop-down to choose who owns it. The chat then appears under that person's Mine tab, and they get a notification.

Transfer to a person or team

1. Click Transfer.
2. Choose a teammate or a whole team.
3. Optionally add a note, for example "Wants a quote for 40 gift boxes, please call today".
4. Click Transfer.

Internal notes

Click Note to leave a message for your team inside the chat. Notes show in yellow and are never sent to the customer. Type @ and a name, like @Asha, to notify that teammate.

Contact details and history

Click Info to open the side panel. Here you can:

• see the contact's team, lists, city and other columns
• edit tags and notes
• see the chat's history: who it was routed to, transfers and reopenings

Pause the bot

If a chatbot is talking to this customer and you want to take over, click Pause bot. The bot also stops automatically as soon as someone from your team replies. Click Resume bot to hand back.