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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Enable automatic assignment of interactions to an agent

Automatically accept chat conversations for an agent without having to accept or reject them in the inbox.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Advanced Work Assignment > Settings > Assignment Rules.

  2. Select the Chat - Most Capacity assignment rule.

    For information about AWA assignment rules, see Configure agent assignment rules.

  3. In the Auto-assign handling related list, perform the following tasks.

    1. Select the Enable auto-assign work items check box.

    2. From the Display options list, select the required value.

      • Inbox card: Accepts the interactions and adds them to the agent inbox. Agent can open the accepted interaction from the inbox.
      • Inbox card and workspace tab: Accepts the interactions and opens a tab for each accepted interaction.
      • Click Update.

Parent Topic:Configure the inbox in Service Operations Workspace