Automatically assign a contact to a user based on a custom field or tag. | Voters

Automatically assign a contact to a user based on a custom field or tag.

complete

Emilio Campos

Add to rocketbot and action to automatically assign the operator based in some tag or assign the operator based in some contact attribute.

September 2, 2019

Moises P

This solution doesn’t work actually

Shi Hui

Hi Moises P, are you facing any issues with workflows? Feel free to reach out to our support team at https://respond.io/contact so that we can help you better.😃

Gerardo Salandra

marked this post as

complete

Great news! With our brand new Workflows, you can assign Contacts automatically based on custom fields or tags. 
Just create branches and define the required conditions, e.g. when tag "VIP" is added assign to the Team lead.
Learn more about Automatic Assignment - https://respond.io/blog/auto-assignment-automatic-assignment-respondio
Learn more about Chat Routing - https://respond.io/blog/chat-routing-contact-routing-workflows-module-respondio

Botcity Team

But this would defeat the purpose of RB_USER_ASSIGN, wouldn't it?

Gerardo Salandra

Merged in a post:

Auto-Assign Based on Contact Country

Iaroslav Kudritskiy

The ability to assign contacts to an agent based on the contacts country.

March 25, 2020

Gerardo Salandra

marked this post as

under review

Gerardo Salandra

Hey Emilio Campos, you can build this with an automaton rule (see image below). Or maybe you mean something else?

Emilio Campos

Gerardo Salandra: Isn't the same. For example let's assume the contact already has an ex tag. "Retail". When a user start a conversation the conversation is "unassigned" (If an operator mark a conversation as done the next conversation with the user is unassigned). I would like that this conversation is automatically assigned to an operator.

Gerardo Salandra

Emilio Campos: Yes, I understand your situation better now. We need to add a system that would automatically assign a contact to a person or a team when they re-open the conversation (skip Unassign inbox)