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  • Hey, you're here! Welcome to Heyday's Help Centre
  • ⬇️ Download the Heyday App!
  • 👥TEAMMATES
    • 👩‍💻My Profile
      • ✏️My Preferences
      • 🔔My Notifications
    • 🔐My Password
    • 📚Understanding the Inbox
      • Primary & Other
        • New Requests
        • Open Conversations
        • Assigned to Me
        • ⭐Starred
        • 🤖Chatbot Conversations
        • 🚪Closed Conversations
      • Filters
        • Status
        • Channel
        • Assignee
        • Department
      • Greyed Out Conversations
    • 💬In Chat
      • 🚪Close Conversation
      • ⭐Priority
      • ↔️Reassign to Another Teammate
      • 🏬Assign to Another Department
      • 🗒️Internal Notes
      • ⛔Conversation Blocking
      • 📜Templates
      • 🔎Products
      • 📲Start a call/Video chat
      • 😁Emojis
      • 📎Attach Files & Images
      • 🫂Customer Insights
  • 👤ADMINISTRATORS
    • 📊Analytics
      • Overview
        • Customer Overview
        • Conversation Overview
        • Chatbot Performance
      • Conversations
      • Team Performance
      • Advanced Reports
        • Conversations Report
          • Conversation Score
        • Department Report
        • Team's Report
        • Dialog Performance Report
        • Product Analytics Report
      • Flow Definitions
        • Campaign
        • Transfer
        • Sales
        • Support
        • Other
    • ⚙️Settings
      • General
        • Chat Display
        • Business Hours
      • Chatbot & Automation
        • FAQ Builder
        • Enterprise FAQ Editor
          • How to use CSV files
      • Team
      • Channels
      • Account
        • Notifications
      • Advanced
        • Secret Sharing
    • ✨Best practices
    • Assigning a conversation
    • How to Make a Teammate become an Administrator
    • Email - Teammate Performance Export
  • 🎛️ CHAT SETUP
    • Overview
    • Heyday Chat
    • The Code Snippet
      • Integration in the HTML code
      • Integration through a Google Tag
    • Customizing your Chat
      • Configurable Attributes
        • Client ID
        • Country
        • Flow Referral
        • Automatic Department Assigning
        • Widget State
        • Greeting Message
        • Delay Close
        • Minimizable
        • Set Cookie Rules
          • Cookie Expiry
          • Cookie Consent
        • Passing Client Data Post-initialization
        • Adapted script format for Google Tag Manager
      • Widget Position
      • Widget Appearance
    • Event Tracking
    • How to Integrate Heyday Webchat into a Native App
    • How to Integrate Facebook Chat if you Already Call the SDK
  • 🔗CHANNELS & FEATURES
    • Channels
      • Heyday Chat
      • Facebook Messenger
        • Creating a Facebook Pre-Production Business Page
        • Facebook Guest Mode
        • Flashing Messenger Chat Window
        • Facebook Self Onboarding
      • Google Business Messages
        • Non-Local Entry Points
        • Connecting your Google Account
      • Instagram
        • Creating an Instagram Business Account
        • How to Grant Access to Your Instagram Account
        • Instagram Self Onboarding
      • WhatsApp
        • Security Prerequisite
        • WhatsApp Channel Setup
      • Email
        • Automatic Forwarding
        • Testing the Email Channel
        • Email Signature
      • Video Chat
        • Technical Requirements
    • Features
      • E-comms
        • Shopify
          • How to Create and Configure a Custom App
          • How to configure needed permissions
          • Locate the information Heyday needs
        • Magento
          • Integration requirements
        • PrestaShop
        • Salesforce Commerce Cloud
          • SalesForce Service Cloud
      • FAQ Automation
      • Product Search
      • Sales Attribution
        • Activating your Sales Attribution
        • Sale Attribution Report
        • Limitations
      • Store Locator
        • Store Locator - Self Onboarding
      • Continuous Conversation
      • Marketing Campaigns
      • Email Marketing & Newsletter
      • Order/Shipment tracking
        • Keep Your Customer Informed
        • How To Set Up a Notification Link
      • CSAT Survey
        • Chatbot CSAT
        • Teammate CSAT
      • Wait Time Management
      • Appointment Booking
      • Loyalty Program
      • Back in Stock Notifications
      • Price Drop Notifications
      • Product Recommendation Quiz
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  1. ADMINISTRATORS

Assigning a conversation

Based on the context of the conversation, your chatbot will assign the customer's question to a department who is best-suited to answer the query. For instance,

Department dispatch

Teammates can also update their profile information and be assigned to specific departments so that each conversation can be routed to the right product expert on your team.

Team directory & Teammate profiles

Teammates can browse through the entire organization and team directory to reassign conversations to the appropriate department or team member.

Teammate role prioritization

As a team administrator, you can assign roles and grant permissions to specific team members, dispatch conversations, invite or delete team members, change settings, etc.

Teammate notifications

Teammates can opt in to receive push notifications when conversations are assigned to them to ensure quick responses.

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Last updated 3 years ago

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