How to Assign Agent to Customer

Time: 1 minute Result: Team member assigned to customer application

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Steps

Step 1: Navigate to Customers

1. In the sidebar, click Consultancy
2. Select Customers

Step 2: Find the Customer

1. Locate the customer in the list
2. Use search or filters if needed

Step 3: Click Assign Agent

1. Click on the customer row or actions menu
2. Select Assign Agent
3. A modal opens with available agents

Step 4: Select Agent

1. Choose an agent from the dropdown
2. Review the selection
3. Click Save

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Result

✅ Agent is now assigned to the customer and will receive notifications about this application.

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Tips

• Agents are shown based on their skills and availability
• You can change the assigned agent at any time
• The customer's activity log will show the assignment