HubSpot Ownership settings in Rasayel allow you to automatically assign new conversations to the correct owner in HubSpot. You can configure ownership based on Inbound and Outbound messages, ensuring efficient routing of customer inquiries.
Ownership settings allow you to assign conversations based on predefined rules for inbound and outbound messages.The Ownership Assignment works as follows:
When a message is sent/received, Rasayel checks the respective setting for this scenario.
If the setting is turned on, we will match the WhatsApp contact to its respective lead/contact.
If a Lead is matched - we will assign the WhatsApp conversation to the equivalent Rasayel user of the Lead’s owner. (Equivalent users have the same email)
If a Contact is matched- Rasayel will look at the Default Ownership Entity, and depending on that setting, it’ll look up the equivalent owner in Rasayel.
If the equivalent user does not exist in Rasayel, then Rasayel will assign the conversation to the Fallback Owner User instead.
Incoming messages can start new conversations or open an existing closed conversation. In this situation, you may want to assign the conversation to its respective owner.We give you granular control on whether you want to assign the conversation to inbound messages or not. You can enable the “Assign to Owner” check box to turn the setting on.
Chatbot flow triggered- If a chatbot takes control of a conversation, it will automatically assign the conversation to the HubSpot owner of the matched Rasayel contact.
No chatbot flow triggered- If a conversation is not controlled by a chatbot, the assignment logic will still ensure the correct HubSpot owner is assigned.