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Chatwise
Auto Chat Assignment

Route every customer conversation to the right teammate

Automatically assign Instagram DMs based on rules, customer intent, workload, language, or business hours - so every chat gets a clear owner.

Incoming DM

Hi, I need help with my order

Assignment rule

Category: Order Status

Matched
Maya - Support Agent - 2 active chatsRahul - Support Agent - 5 active chatsPriya - Manager - available

Assigned to Maya - Support Agent

Auto-assignedSupport queue
The Flow

From incoming DM to assigned owner

Every conversation is routed automatically, so your team knows exactly who should respond.

01

Message received

Where is my order?

02

Intent detected

Order status
03

Rule matched

Support queue
04

Agent selected

Maya: 2 activeRahul: 5 activePriya: 4 active
05

Chat assigned

MY

Assigned to Maya

06

Reply faster

Owner responds

How It Works

Assign chats automatically in seconds

Create routing rules once and let ChatWise send every conversation to the right person.

01

DEFINE RULES

Create assignment rules by keyword, category, language, business hours, or team.

02

DETECT INTENT

ChatWise understands what each customer is asking for.

03

CHECK AVAILABILITY

The system considers agent availability, workload, or routing conditions.

04

ASSIGN OWNER

The chat is automatically assigned to the right teammate or team queue.

05

RESOLVE FASTER

Agents get clear ownership and customers get quicker replies.

Use Cases

Built for teams with busy Instagram inboxes

Sales routing

Send high-intent buyers to your sales team automatically.

Support routing

Route order, refund, and delivery questions to support agents.

Language routing

Assign chats to teammates based on the customer's preferred language.

Business-hour routing

Send chats to available agents or queues depending on working hours.

Clear Ownership

No more confusion over who should reply

When chats are not assigned clearly, agents duplicate work or miss messages. Auto Chat Assignment gives every conversation a responsible owner from the start.

  • Automatically assign every incoming chat
  • Prevent two agents from replying to the same customer
  • Keep managers aware of who owns each conversation
  • Reduce missed replies during busy campaigns
Conversation

Where is my order?

UnassignedOrder status
Routing result

Assigned to Maya

Owner set
Status changed from unassigned to assigned. Manager visibility updated instantly.
WorkloadBalanced
MA
Maya

4 active chats

Available
RA
Rahul

2 active chats

Best fit
PR
Priya

1 active chat

Manager
New order-status chat assigned to the available agent with the lowest workload.
Workload Balancing

Keep your team's inbox balanced

Route conversations based on availability and workload, so no single teammate gets overloaded while others stay idle.

  • Balance chats across available agents
  • Route by workload, queue, or topic
  • Keep urgent conversations moving
  • Improve response time across the team
Benefits

Why Auto Chat Assignment works

Faster response times

Chats reach the right teammate without manual sorting.

Clear ownership

Every conversation has a responsible agent from the beginning.

Less team confusion

Avoid duplicate replies, missed messages, and unclear handoffs.

Better workload balance

Distribute chats fairly across your available team.

Faqs

We've Got the Answers You're Looking For

Quick answers to your questions.

What is Auto Chat Assignment?

Auto Chat Assignment routes incoming Instagram conversations to the right teammate or queue based on rules you define.

Can I route chats by keyword or category?

Yes. You can route conversations by keywords, detected intent, category, language, business hours, or team.

Can I assign chats based on agent workload?

Yes. Routing can consider availability and workload so conversations are distributed more fairly.

Can agents reassign conversations manually?

Yes. Agents and managers can reassign conversations when ownership needs to change.

Does this work with AI Chat Categorization?

Yes. AI categorization can help identify the customer's intent so assignment rules can route chats more accurately.

Route every conversation to the right teammate

Set assignment rules once and help your team reply faster with clear ownership.