Teams & handoff

Get the conversation to the right person

Roles that reflect how support teams actually work, and routing that moves a chat to whoever should have it.

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  • Five roles

    Owner, Admin, Supervisor, Operator and Viewer. Every permission is decided on the server — hiding a button is never the only thing stopping an action. An Operator can resolve their own chats; a Supervisor can resolve anyone's.

  • Named teams

    Group people into teams with a name and colour — Sales, Support, Billing — and route to the team rather than to an individual who might be on holiday.

  • Round-robin routing

    Distribute incoming conversations evenly across a team's active members, with a cursor that survives restarts so the rotation does not reset. Or route to the team queue and let whoever is free take the next one.

  • Handoff from the bot

    When automation reaches its limit, the flow escalates to the shared queue, a specific team, or a named agent — with a message to the customer first, so the transition is not silent.

  • Step in at any time

    Take over a conversation the bot is handling with one action. The bot pauses immediately and the chat is marked as yours.

  • Notified, not surprised

    Agents get a realtime notification when a chat is assigned to them, and when someone steps into a chat they were handling.

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