Auto Assign - Self

Auto Assign - Self

You may already be familiar with our ^assign feature to assign a candidate's conversation to a member of your PivotCX team or yourself.

 

Assigning can help organize conversations and distribute the workload to different resources.

 

While this feature is helpful in assigning one chat at a time, there are cases when we want to assign candidates to ourselves automatically. In these cases, we can use PivotCX settings to automatically assign candidates to ourselves just by sending a message to the candidate.

 

Click "My Settings" on the bottom left corner

 

 

Click "Chat" and Click "AutoAssign"

 

 

Once you've clicked "Save", you're all set! Conversations will now automatically assign to you without clicking "assign"


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