Create an Assignee
You can easily create multiple assignees on the Triochat dashboard to manage customer chats from a single number. Each workspace member logs in with their own credentials and can only access the chats specifically assigned to them or their designated team.
To create/add an assignee/ workspace member:
Step 1: Access Settings
Go to Settings.
Step 2: Navigate to Members
Go to Members from the left navigation bar.
Step 3: Invite New Members
Click on Invite Members option at the top right corner.
Step 4: Enter Email Address
Enter the team member's email address in the provided field, which they will use to log in to their Triochat account.
Step 5: Assign Role
Give a role to the assignee such as:
- Admin - who can add, edit and delete requests, collections and workspace members
- Viewer - who can only view and use requests
- Editor - who can add, edit and delete requests
Choose the assignee's role from the dropdown menu as well or in case you wish to change the role in future.
Step 6: Complete Invitation
The assignee will receive an email to accept the invitation for accessing the platform. Login by adding details.
Step 7: Assign Conversations
As the member is added successfully to Workspace Members, you can assign the particular chat to the workspace member/ assignee.
Assign Conversations Seamlessly – Human or AI, Your Choice!
Delivering timely, relevant, and personalized responses is key to exceptional customer service. With our Assignee feature, every incoming WhatsApp conversation can be assigned to either a human team member or an AI assistant — ensuring the right person (or AI) is always in charge.
Workspace Members
A real human from your team — support agents, salespeople, or account managers — who personally handle the customer conversation with full context and care.
AI Assistant
A smart, context-aware AI that can engage with customers based on your business needs and the flow of the conversation. It understands the ongoing chat, interprets customer intent, and responds appropriately — whether it's answering product-related questions, providing order updates, or guiding users through next steps.
Unlike generic bots, our AI assistant is trained to adapt its responses based on your business workflows, tone, and goals. It's not just answering questions — it's holding meaningful conversations tailored to your business logic. Whether it's lead qualification, customer support, or FAQs, the AI knows how to respond effectively within your business context.