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Conversation Assignment in Darwin AI

How does lead ownership work?

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Written by Nahuel Gomez
Updated over 3 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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