DobroDesk Help Center

Move or reassign a conversation

Transfer work to another Inbox or give it to one eligible teammate without losing context.

About 1 minuteUpdated

What you'll achieve

The new owner sees the full conversation and receives the correct notification.

Move to another Inbox

  1. Open the conversation and select Assign.

  2. Under Move to Inbox choose the destination queue.

  3. Leave it unassigned for the destination Team or assign one eligible teammate next.

Moving a conversation clears its previous teammate assignment. This prevents an old owner from staying attached after a team handoff.

Assign a teammate

  1. Open Assign and find Assign teammate.

  2. Choose an eligible teammate or choose Unassigned to return the conversation to its current Inbox.

Assign teammate keeps the current Inbox. Replying to an unassigned conversation assigns it to the replying teammate but replying never takes work from another assignee.

What happens after transfer

  • The ownership change is recorded in the conversation activity.
  • The new assignee is notified or eligible Inbox members are notified when it is unassigned.
  • Customer messages and internal notes stay in the same conversation.

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