Share out new chats across your team

The inbox has no button for putting someone else on a chat. A workflow does it, with its Hand to a Person step.

Start from a template

Open Inbox, then Workflows.
Press the arrow beside Add workflow, then pick Start with a template.
Under Your team, press Preview on the template you want, such as taking turns or fewest open chats.
Press Use this template. It's saved as a draft and opens in the builder.
Fix anything the red warning triangle in the top bar lists, then publish it.

In a Hand to a Person step, Hand it to offers:

You
Somebody in your team
Share it out across the team, by Take turns: whoever has waited longest or Fewest chats: whoever has the fewest open
Nobody: let it go

The person it goes to sees the bell ring and a Handed to me chip on the chat.

Workflows run once they're switched on for your team. If yours don't run, ask us in your WhatsApp group to switch them on.

Still stuck? Message us in your WhatsApp group, Monday to Friday, 9am to 6pm. How support works

Last checked 4 November 2026.