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Conversation Assignment in Darwin AI

How does lead ownership work?

Written by Nahuel Gomez
Updated over 10 months ago

Darwin AI now allows you to assign conversations manually or automatically to different sales reps—or to yourself.

From the Conversations section, you can choose between two views: All and Assigned to me.

In All, you’ll see all active conversations. From there, you can assign any conversation to a specific salesperson so they can continue the interaction started by the AI.

Additionally, the AI itself can automatically assign conversations based on pre-defined rules.

In Assigned to me, you’ll only see the conversations that have already been assigned to you.

You can also leave notes inside a conversation and mention any team member using @ to assign the conversation to them directly.

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