Assign leads to sales reps without losing a single one
In ChatSales every WhatsApp, Instagram or Messenger conversation has a sales rep who owns it. You can assign it manually, let the AI assistant assign it to the right rep, or change the owner from the conversation itself, and filters show your team which chats are still unassigned.
Sofía R.AssignThree ways to assign
- Manually, by picking the rep in the conversation.
- With the AI assistant, which assigns the right rep.
- With your automations, which tag each lead so it can be routed.
Every chat has an owner
In the chat list you see who is handling each conversation, with its tags and the channel it came through. You change the owner in one click, without passing a phone around.
Shared inbox →Nothing is left without an owner
Filter unassigned and unread chats so no lead is kept waiting. Your contact directory also shows the person assigned to each customer.
Each rep, with their pipeline
Each lead moves through your pipeline stages with its value, and in the inbox you see which rep is handling the conversation.
Sales pipelines →Frequently asked questions
Can I switch reps mid-conversation?
Yes. You reassign the chat from the conversation and the new owner sees the full history.
Does the customer notice someone else is answering?
Nothing changes for them: they always see your business's same number.
How many sales reps can I have?
Several can work at once from the shared inbox. The number of users depends on your plan.
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