> ## Documentation Index
> Fetch the complete documentation index at: https://documents.xobito.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Assign Agents

> Route conversations to specific teammates and control who can reply in chat.

Assignment is how Xobito makes sure every conversation has an owner. When a conversation is assigned to a staff member, that person is responsible for replying. To see the chats assigned to you, open the filter popup above the conversation list and pick your own name in the **Agent** dropdown.

<Note>
  Xobito's current build supports **manual assignment** plus a single workspace-wide toggle that restricts replying to agents only. There is no round-robin, no least-loaded strategy, no away-timer, and no queue-threshold alert built into the app. This page describes what the product actually does today — don't design your workflow around features the settings page doesn't expose.
</Note>

## Why assign conversations

<CardGroup cols={2}>
  <Card title="Clear ownership" icon="user-check">
    Each conversation has one owner, so no customer message is answered twice (or not at all).
  </Card>

  <Card title="Skill-based routing" icon="route">
    Hand off to the right teammate — language, product area, VIP tier — by reassigning manually.
  </Card>

  <Card title="Workload visibility" icon="chart-bar">
    Managers can see who's handling which conversations at any moment.
  </Card>

  <Card title="Accountability" icon="shield-check">
    Every reply is linked to the staff member who sent it — useful for audits and coaching.
  </Card>
</CardGroup>

## Assign a conversation manually

<Steps>
  <Step title="Open the conversation">
    From the Live Inbox.
  </Step>

  <Step title="Click 'Assign'">
    Use the assign button (or the avatar placeholder) in the contact panel on the right.
  </Step>

  <Step title="Pick a teammate">
    Start typing to filter. Only staff members who have the required chat permission can receive assignments and reply — see [Who can be assigned](#who-can-be-assigned).
  </Step>

  <Step title="Confirm">
    The conversation now belongs to that staff member. They can find it by opening the filter popup and selecting their own name in the **Agent** dropdown.
  </Step>
</Steps>

## Reassign a conversation

Same flow — click the current assignee's avatar and pick someone else. Reassignment updates immediately; the new owner can find the chat by filtering on their own name in the Agent dropdown.

<Tip>
  When reassigning, leave context for the next agent in the contact's **Notes** tab (Contacts → click the contact → Notes). The new owner can read your handover before replying.
</Tip>

## Unassign a conversation

To clear an assignee from a conversation:

1. Open the conversation.
2. Click the current assignee's name.
3. Clear the assignee.

Unassigned conversations stay in the shared inbox and any staff member with chat-view permission can pick them up and assign them.

## Working new conversations

New incoming conversations start with **no assignee**. Staff work through them top-down — the most recent activity bubbles to the top of the list.

<Steps>
  <Step title="Open the conversation">
    Pick the next conversation in the list (or use the filter popup to narrow by group, source, status, etc.).
  </Step>

  <Step title="Claim it">
    Assign it to yourself — or to a teammate better suited for it.
  </Step>

  <Step title="Handle or route">
    Reply yourself, or hand off by reassigning and (optionally) leaving context in the contact's Notes tab.
  </Step>
</Steps>

<Warning>
  Xobito doesn't send a threshold-based alert when the inbox backlog grows. If you need that, build it yourself via the API, or train a team-lead habit of checking the inbox periodically.
</Warning>

## Who can be assigned

A staff member must have the **`tenant.chat.view`** permission (or an equivalent chat-reply permission their role grants) to be eligible as an assignee **and** to reply in chat. Staff without that permission:

* Don't appear in the **Assign** picker.
* Won't be able to reply even if a conversation is somehow assigned to them.

Permissions are granted via **Settings → Roles** — see [Team & Roles](/team/overview).

## Support Agent settings

One and only one setting lives on the **Settings → Support Agent** page.

<ParamField path="only_agents_can_chat" type="boolean" default="false">
  When enabled, only staff with the chat-reply permission (`tenant.chat.view`) can send messages in conversations. Other staff may still browse conversations if their role allows viewing — they simply cannot reply.
</ParamField>

### What `only_agents_can_chat = true` does

* Staff members **with** the chat-reply permission: unchanged — they reply normally.
* Staff members **without** that permission:
  * Can still open conversations if they have read access (so managers can review).
  * The reply composer is disabled for them.

### What it does *not* do

The Support Agent settings page does **not** include:

* Round-robin or least-loaded auto-assignment.
* An "Away" status timer that auto-marks staff unavailable.
* A queue-threshold alert ("notify me when unassigned > 20").
* Auto-reassignment when a staff member is marked away or offline.
* Per-role eligibility filters for an auto-assigner (there isn't one).

If previous documentation suggested any of these, that was incorrect — they aren't in the current build. If you need that kind of automation, use a combination of [Bot Flows](/automations/bot-flows) for acknowledgement, manual assignment for routing, and discipline in your team workflow.

### When to enable

Turn `only_agents_can_chat` on when:

* You have non-support staff (sales ops, finance) who need **read** access to conversations for context but should never reply themselves.
* You want a single switch to enforce "only trained agents talk to customers" across the workspace.

Leave it off (the default) when:

* Every staff member with inbox access is trained to reply.
* You're a small team where anyone helping out can respond.

<Steps>
  <Step title="Open Settings → Support Agent">
    Sidebar → **Settings** → **Support Agent**.
  </Step>

  <Step title="Flip the toggle">
    Turn **Only agents can chat** on or off.
  </Step>

  <Step title="Save">
    The change takes effect immediately.
  </Step>
</Steps>

## Assignment and the 24-hour session window

The 24-hour session window is tied to the **contact**, not to the agent. Reassigning a conversation does not reset the window — the new owner inherits however much time is left.

<Snippet file="callout-session-window.mdx" />

## Per-agent visibility

Managers can filter the inbox by assignee to see who's handling what, and use the activity reports under [Team & Roles](/team/overview) for aggregate metrics.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can a conversation have multiple owners?">
    No — only one assignee at a time. Other staff with inbox access can still view the conversation, but only the assignee is the "responsible" owner.
  </Accordion>

  <Accordion title="What happens when a staff member goes on holiday?">
    There is no automatic "away" handling. Before they leave, either reassign their open conversations manually to another teammate, or unassign them so they return to the shared pool.
  </Accordion>

  <Accordion title="Can I auto-assign new inbound conversations?">
    Not in the current build — the Support Agent settings page is a single toggle. Route new conversations by training your team to scan the inbox top-down (using the filter popup to narrow by group, source, or status if needed), or use a Bot Flow to acknowledge the customer while a human picks up.
  </Accordion>

  <Accordion title="Does the Support Agent toggle affect bots?">
    No. Bot Flows and template bots send messages on the workspace's behalf regardless of `only_agents_can_chat`. The toggle governs **human** staff only.
  </Accordion>

  <Accordion title="Can I restrict replies to a specific role instead of 'agents'?">
    Not directly. The toggle keys off the chat-reply permission. Shape who can reply by choosing who you grant that permission to in **Settings → Roles**.
  </Accordion>

  <Accordion title="Is there an audit log of assignments?">
    Assignment changes are visible in the conversation itself (you can see the current owner and who sent each reply). A formal cross-conversation audit log isn't exposed through the Support Agent settings — check [Team Activity](/team/overview) for broader activity reporting.
  </Accordion>
</AccordionGroup>

## Next

<CardGroup cols={2}>
  <Card title="Chat settings" icon="gear" href="/chat/chat-settings">
    Stop-bot keywords, notification sounds, auto-lead, and more.
  </Card>

  <Card title="Team & roles" icon="users" href="/team/overview">
    Invite staff, grant the chat-reply permission, and manage roles.
  </Card>
</CardGroup>
