Unified Inbox & Messaging · parity with Podium assignment.
Claim, assign & transfer conversations
Make it clear who owns a conversation by assigning it to a teammate, claiming it for yourself, or handing it off.
No dropped balls — every conversation has a clear owner.
What you can do
- Assign any thread (SMS or email) to a specific teammate; the assignee shows in the list and thread header.
- Claim toggles: click Claim on a thread you already own and it flips to Unclaim.
- Transfer a conversation to another location of the same business (see Multi-location).
How to use it
Open a thread and use the assignment control in the header to claim, assign to a teammate, or unassign.
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