How to Assign Social Conversations

Oktopost allows you to easily assign social conversations to relevant team members, ensuring everyone is working together to deliver a seamless customer experience.

All of the actions taken for the Assignments feature are done through Streams. In Streams, you can choose to route any social conversation such as a message, post, retweet etc. to an appropriate team member by clicking on the three dots icon on the right hand corner and selecting Assign to.

A new window will pop up in which you can select the team member whom you want to assign the message to. You can also see a green dot appearing next to certain team members - this indicates that they are currently online and available to provide quicker responses.

Once you've selected a team member, you can write them a note and click Assign on the bottom right corner. Note that each conversation can be assigned to one team member, however, other team members can mentioned inside internal notes and they'll receive an immediate notice.

Following this, you will see that a link appears above the given message saying Assigned to + the name of the employee. Anyone who has an Oktopost user and views this post on any stream will be able to see this link and know that this particular social conversation is being handled.

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