Overview

Support routing automatically assigns support conversations to the right agents based on departments, availability, and routing rules.

Routing Flow

Departments

Departments organize agents and route conversations:
  • Create Departments - Organize agents by function
  • Assign Agents - Add agents to departments
  • Department-specific Bots - Different bot configs per department
  • Department-specific FAQs - FAQs scoped to departments

Agent Assignment

Automatic Assignment

When a support conversation is created:
  1. If department_id specified → Route to that department
  2. Find available agents in department
  3. Assign using round-robin or load balancing
  4. Agent receives assignment notification

Manual Assignment

Agents or admins can manually assign conversations:

Agent Availability

Agents can set their availability:
  • Online - Available for new assignments
  • Offline - Not available
  • Away - Temporarily unavailable
Only online agents receive new assignments.

Conversation Transfer

Transfer conversations between agents or departments:

Support Inbox

Agents can view their support inbox:
  • Assigned - Conversations assigned to agent
  • Unassigned - Conversations waiting for assignment
  • All - All support conversations

Best Practices

Department Structure

Organize departments by function or product

Agent Capacity

Monitor agent workload for balanced assignment

Auto-assignment

Use automatic assignment for efficiency

Transfer Workflow

Establish clear transfer procedures

Next Steps

Departments

Department management

Agents

Agent management

API Reference

Support API endpoints