On Agent Assign

On Agent Assign is a trigger that activates when a conversation is assigned to a team member in DoubleTick.

This trigger helps automate actions immediately after an agent becomes responsible for a customer chat.

Where to Use This Trigger

Use it when:

• You want the agent to receive context automatically

• You want internal workflows after assignment

• You want different handling based on support or sales ownership

How to Use It

1. Create a journey in Bot Studio

2. Select trigger On Agent Assign

3. Add actions like:

   • Send internal instructions

   • Update lead stage

   • Notify the assigned agent

4. Publish the journey

Key Capabilities

• Improves agent readiness

• Supports structured routing workflows

• Reduces manual coordination

Example Use Case

A customer requests pricing. Once assigned to a sales agent, the bot automatically sends an internal note with customer interest.