Common questions about triaging and assigning conversations in Missive.
Can I assign someone to a conversation when I tag them in the chat?
You can create an organization rule to automatically assign a conversation to someone when you tag them in the chat.
To do so, create a rule that triggers on new comments like this one:
How do I prevent conversations from being automatically assigned when someone replies?
Assignment behavior when replying is controlled by your team's Assignment options. Go to Settings > Teams, click Edit next to the team, and scroll to the bottom to find Assignment options.
Assignment options apply to all conversation types in that team. If your team handles both email and SMS, and you only want to change the assignment behavior for SMS, you need to separate them into two distinct teams.
Can I auto-assign emails to the sender?
You can create an Outgoing message rule to automatically assign the sender to a conversation if it hasn't already been assigned to someone.
To do so, create a rule that triggers on outgoing emails like this one:
You probably want to add the Close action too so the conversation is not added back to the sender Inbox.
Can conversations be removed from my Inbox when closed by a colleague?
When a user closes, it always removes the conversation from their Inbox. But it does not remove the conversation from the Inbox of other users, at least by default.
There is a personal setting that each user can optionally set so that when a coworker closes a conversation that’s in their Inbox, it is removed from there:
What will the assigned filter show?
When applying the filter Assigned to (Person A) on a search or a mailbox, the results will include both conversations assigned to Person A as well as conversations includind tasks assigned to Person A.
How can I stop receiving email notifications when I'm assigned or mentioned?
You can control how often Missive sends you email notifications for missed mentions and assignments when you are offline.
Go to Settings > Preferences > Notifications > Email notifications when offline and choose your preferred frequency: Never, Once every 15 minutes, or Once every hour.
If you clicked an unsubscribe link inside a Missive notification email, it set this option to Never. You can re-enable notifications at any time by going back to this setting and selecting a frequency.
