You can assign a conversation to an individual(s) with the “Conversation” step. In this step, you select the users who will be assigned the conversation, as well as add or replace conversation and contact tags.
To configure this step:
- Click WhatsApp > Messaging Flows on the left menu.
- Edit or create a new Messaging Flow.
- If editing a flow, click a flow > Update > Steps. Click a node (+) in the builder where you want to place the action. A modal window will appear. Click the "Conversation" option, then click the “Add” button
- If creating a new flow, a modal window will appear in the Flow builder. Click the "Conversation" option, then click the “Add” button
- In the “Conversation” modal that appears:
- Click the pencil icon and give your step a name. We recommend using unique names that are short and descriptive
- Select the individual(s) that should be assigned the conversation
- Optional - add conversation and contact tags:
- Click the “Append tags?” toggle to add additional conversation or contact tags. Note that if you do not click this toggle then any tags you add here will replace existing ones
- Click the conversation tags dropdown and scroll or type the tag(s) you want to use
- Click the contact tags dropdown and scroll or type the tags you want to use