Auto-assignment and workflow routing
Understand which mechanism owns first assignment.
Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.
How it works
- 01
Use workflows as the primary routing layer for configured channels
Use workflows as the primary routing layer for configured channels.
- 02
Fixed inbox bot assignment should not compete with a published workflow
Fixed inbox bot assignment should not compete with a published workflow.
- 03
Human auto-assignment can apply when a workflow targets a team
Human auto-assignment can apply when a workflow targets a team.
- 04
Inspect execution history when the expected owner is missing
Inspect execution history when the expected owner is missing.
What to verify
✓The expected channel, conversation, contact or execution is visible.
✓The assigned person or agent matches the routing rule.
✓No customer-facing message claims an action that failed.
✓Activity or execution history contains enough context to investigate.
Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.