How to Assign a Dialogue to a Team

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If your team receives a Dialogue that should really be answered by a different team, you can reassign the Dialogue to a completely different team by changing the Topic. The owner of that Topic will receive an alert notifying them of the reassignment. The Customer will not receive any notification if a Dialogue is assigned to a new team.

To assign a Dialogue to a different team, follow the steps below:

  • Consider providing additional context for your colleague through Internal Comments prior to transferring. Once you've reassigned this Dialogue away, you may no longer have access to it.
  • Click in the Topic drop-down menu
  • From the list of Topics that appear or by clicking on "Show More", select the appropriate team to receive this Dialogue.
  • From the drop-down, you can see a list of Topics and the owner as well as the number of team members on that Topic.
  • Your chosen Topic will now appear in the Topic field and that team will be responsible for follow-up.

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  • If you re-assign a Dialogue to a Topic you don't have permission to view, you will no longer have access to this Dialogue.
  • Any users who were added to the Dialogue manually will stay on as team members even after the Dialogue is reassigned to another team.

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