Case assignment
Assign cases to teammates by hand, or automatically from case data
Manual assignment
Cases can be assigned to teammates to dispatch work. The assignee receives notifications about the progress of their case.
Auto assignment
Cases can be assigned automatically to a team or an analyst based on criteria such as the case risk level or the country of the onboarded company or individual. You can also:
- Distribute cases at random: spread the cases across team members.
- Assign based on workload: allocate each case to the team member with the lightest workload.
To configure the rules, go to Settings > Users > Assignment rules.
Updated about 1 month ago
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