Order Agent turns your customers' texts, emails, and voicemails into orders for your team to review. Assigning lets whoever is triaging route an order to a specific person, so the rep who owns that account, a colleague covering a shift, or a teammate with more context always gets the right order.
Assigning An Order
Open the order from the Order Agent queue.
Click Assign at the top of the screen
Choose the teammate from the list - you'll note that recently active members are highlighted at the top of the list
The order is now assigned to the specified teammate!
Note: Assigning orders does not currently notify the assignee - they'll be able to filter in the left-hand nav
Key Assigning Use Cases
Teams with many order reviewers When several DSRs or order-desk staff share the Order Agent queue, assigning makes ownership explicit so two people don't work the same order and none slips through.
Account Coverage Route an order to the rep who knows the customer, or to whoever is covering when they're out, instead of relying on someone remembering to pick it up.
Escalations Push an order that needs a manager's eyes or a pricing decision to the right person without re-typing anything.