Assignments

Automatically assign conversations to agents

Create assignment policies to distribute conversations fairly among your team. Choose between round-robin or capacity-based assignment with customizable limits.

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Smart conversation distribution

Ensure no agent is overloaded while keeping response times low.

Assignment Order

Choose how conversations are distributed

Select the assignment method that works best for your team structure and workload patterns.

Round Robin

Assign conversations evenly among agents. Each agent gets the next conversation in turn, ensuring equal distribution.

Balanced

Assign based on available capacity. Agents with fewer active conversations get priority for new assignments.

Round Robin Distribution

AK
Alex Kim
147
MR
Maria Rodriguez
258
JT
James Taylor
369

Conversations assigned in sequence: 1, 2, 3, 4, 5, 6...

Assignment Queue

1

Order inquiry from John

Created 15 minutes ago

Next
2

Billing question from Sarah

Created 10 minutes ago

3

Feature request from Mike

Created 5 minutes ago

Earliest created conversations are assigned first

Assignment Priority

Control which conversations get assigned first

Set the priority order for assigning conversations to ensure fair handling of your queue.

Earliest Created

The conversation that was created first gets assigned first. Ensures FIFO (first in, first out) handling.

Longest Waiting

The conversation waiting the longest for a response gets assigned first. Prioritizes customer wait time.

Fair Distribution

Prevent agent overload

Set limits on how many conversations can be assigned to each agent within a time window. This ensures no single agent gets overwhelmed during busy periods.

  • Set maximum conversations per agent per time window
  • Prevent burnout during high-volume periods
  • Automatically skip agents who have reached their limit
  • Customize limits based on agent experience or role

Fair Distribution Policy

Set the maximum number of conversations that can be assigned per agent within a time window to avoid overloading any one agent.

Assign max100conversations per agent in every60Minutes
AK
Alex Kim45/100
MR
Maria Rodriguez82/100
JT
James Taylor100/100

James has reached their limit - new conversations go to other agents

Automate your conversation assignments

Stop manually assigning conversations. Set up assignment policies and let Chatwoot distribute work fairly across your team.

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