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Advance flow builder: Setup Assign Agent / Assign Team

Helpdesk Updated by Helpdesk

When can use "Assign agent" or "Assign team" in Flow Builder?

Advanced Flow Builder features are an add-on to the regular plan and are charged separately

By default, these two operations are shown with the "PRO" icon as below.

These operations can still be used to build a flow under the regular plan and the flow can be saved successfully. However, when we want to select these advanced flows to use as Keyword Action, Default Action or in Team Inbox (Trigger flow), there will be a pop-up asking us to upgrade in order to use these advanced flow builder features.

After upgrading WATI to the PRO plan, we can use these advanced flows in Keyword or Default Action.

Meaning and Usage

Assign agent: This will assign the chat to a specific agent. If the agent doesn't belong to the current team(s) in the team list of tickets, the "Assign agent" is still working and the team of assigned agents will be added automatically into the team list of tickets.

Assign team: This will assign the chat to a specific team(s) so that all assigned teams can see the chat

To use the above two features, simply select the operation from the left menu and drag it into the flow, also drag the arrow from the step node that needs the action Subscribe or Unsubscribe. Or, we can also drag the arrow from the last node, and select the operation.

For "Assign agent", we need to select only one agent from the list. For "Assign team", we need to select one or multiple teams from the list.

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