Assign, prioritize, and tag conversations
Make ownership and urgency visible without losing the customer timeline.
Steps
- Open the conversation details panel.
- Select an assignee who is available for that channel and issue.
- Choose the lowest priority that accurately reflects the customer impact.
- Add a small set of stable tags and save the change.
What to expect
- Assignment, priority, and tags are shared workspace state and appear to other teammates after refresh.
Troubleshooting
- If an assignee is unavailable, check their team membership and call/message availability.
If you still need help
Search this Help Center using the exact feature or visible error. If the issue continues, use Call TidyAnswer support from the Help Center navigation. Include any public reference and the approximate timestamp, but never include passwords, access tokens, provider credentials, or raw webhook payloads.