Shared inbox workflow
Claim it, assign it, hand it over.
When a customer texts, the whole team sees it in Teams. One person claims it so nobody doubles up. If someone else is better placed, assign it to them with an internal note, and they pick it up with the full history in front of them.
- Claim from the Teams channel card or the inbox
- Assign to a colleague, with a note only your team can see
- Filter by All, Unassigned and Mine
- New
Liam O'Connor texts Harbourside main
- Claimed
Priya R. claims it and replies
- Note
“Tom's in Dee Why Thursday arvo. Handing this one to him.”
- Assigned
Priya R. assigns it to Tom B.
- Resolved
Tom B. books the job and closes it