How to Set Up Chat Assignment Rules in Pabbly Chatflow

Chat Assignment Rules in Pabbly Chatflow allow you to automatically or manually assign incoming customer chats to your team members. This helps distribute workloads fairly and ensures every customer gets timely attention.

Follow these steps to configure automatic chat assignment rules inside your Pabbly Chatflow account to streamline customer conversations.

Step 1: Log in to Your Pabbly Chatflow Account​

Access your Pabbly Chatflow dashboard by signing in with your credentials.

Step 2: Navigate to Chat Assignment Rules​

• Go to the Settings module.
• In the navigation panel, click on Chat Assignment Rules
  
  
  

Step 3: Adding a Team Member​

Before assigning chats, ensure that the required team members are added to your account.

Step 4: Automatic Chat Distribution (If No Manual Assignment)​

If you do not manually assign a chat, the system will automatically distribute incoming chats among available team members based on the Round Robin method.
This ensures fair and even workload distribution without needing manual intervention.

Step 5: Assigning Chats from General Settings​

From the Inbox :

• Select the chat(s) you want to assign.
• Assign them to the relevant team member.
• From General Settings:
• Navigate to General Settings.
• Under Chat Owner, select the team member you wish to assign the chat to.
  
  
  

Important Notes:​

• The Chat Owner setting assigns ownership to a specific teammate for all new chats.
• If Round Robin is enabled (by assigning to a team in Chat Assignment Rules), chats will be distributed automatically among available agents.
• You can change the Chat Owner anytime based on team availability or workload.