> For the complete documentation index, see [llms.txt](https://docs.omnichat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.omnichat.ai/en/features/marketing/keyword-auto-assign.md).

# Auto Assign

Omnichat supports Auto Assign that you can assign the cases to the specific agents. It can apply to Website live chat, Facebook Messenger, Line and WhatsApp

{% hint style="info" %}
**Previous Feature Name:** Keyword Auto Assign
{% endhint %}

{% hint style="info" %}
Notice:\
Auto Assign will only be triggered in the "Open", "Chatbot" and "Closed" conversations by default. The conversations in "Progress" are considered to be taken over by Live chat, so you need to tick the "Progress" option under "and case status is", otherwise it cannot be triggered.
{% endhint %}

{% hint style="info" %}
"Auto Assign" will be triggered with "Auto Reply" at the same time
{% endhint %}

## Add New Group

![](https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FxtCos6UhMPwYEXOEVjst%2FScreenshot%202022-05-06%20at%206.09.01%20PM.png?alt=media\&token=2345950a-23e6-48dc-aa0a-c1097c34ef25)

![](https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FZlheNh90KZTndncpXXfD%2FScreenshot%202022-05-06%20at%206.11.36%20PM.png?alt=media\&token=356c8f9d-7960-453b-bf01-3febcd1ec647)

1. Click the "**Add New Group**" button on the top right
2. Enter the "**Group Name**" and select "**Target Messenger**"
3. Click "**Save**"

## Add New Rule

![](https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FCAgr2gDSbqMdizMpXLoh%2FScreenshot%202022-05-06%20at%206.17.47%20PM.png?alt=media\&token=61ec0da0-40eb-47be-bfce-f98cc2012a55)

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2Futp0CbaSs2Xx4epuTnqP%2F%E6%88%AA%E5%9C%96%202023-05-11%20%E4%B8%8B%E5%8D%883.16.08.png?alt=media&amp;token=93c8e836-bba1-4733-a403-6ab7aa3ff52e" alt=""><figcaption></figcaption></figure>

1. Click "**Add New Rule**", and the form of "Add New Rule" will be popped up
2. Set the Status
3. Set the Keyword Condition
4. Enter the "**Keyword**"; Leave **"Keywords" empty** means **all received messages will trigger this rule**
5. When the customer enters a text message to trigger the automatic assign of the keyword, the customer will also be tagged.
6. Set to assign to a specific "**Teammates**" or "**Specific Roles**" (no limited)
7. Set the "**Order by**"
   1. "Random": The new case will be randomly assigned to the selected teammate, and there may be uneven distribution of assignment
   2. "Sequential": The new case will assign automatically according to the created time of eligible team members
8. Click "**Save**"

{% hint style="info" %}
If the teammate's online status is changed to "**Offline**", they **will not** be assigned
{% endhint %}

![A teammate can change their online status on the left menu](https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FigjZBkUo0kW6JPkWpzUg%2FScreenshot%202022-05-06%20at%206.38.37%20PM.png?alt=media\&token=eccea50e-4a73-42c7-930c-fb75f061b659)

### The Rules of Keywords

* Contains any
  * Example:
    * Keywords: A、 B、 C
    * Received message: I want to but A -> Eligible ✅
* Contains all
  * Example:
    * Keywords: Buy、 B
    * Received message: I want to buy A -> Not Eligible ❌
    * Received message: I want to but B -> Eligible ✅
* Is exactly the same as
  * Only one Keyword can be added
  * Example:
    * Keyword: 00
    * Received message: I want to buy 00 -> Not Eligible ❌
    * Received message: 00 -> Eligible ✅

## Edit and Delete the Rule

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FG8kKcNykSDBGjOKcsbp7%2F%E6%88%AA%E5%9C%96%202023-05-11%20%E4%B8%8B%E5%8D%883.29.44%201.png?alt=media&amp;token=a0d51cfc-2c66-4201-b85b-bd2b149631f3" alt=""><figcaption></figcaption></figure>

1. Click the "Edit" button to adjust the rule's setting
2. Click the "Delete" button to delete the rule
3. Click the "**QR Code**" button, which will generate a QR code image. When the customer scans the QR Code, WhatsApp will be opened and the keyword will be displayed in the input box (Only support **one keyword/sentence** rule)

### **QR code Supports WhatsApp DeepLink**

* For WhatsApp's Keyword QR code, you can choose the Static Link or WhatsApp DeepLink
* *Static Link*: If the keyword changes, the QR code and link will not change accordingly
* WhatsApp DeepLink: Provided to WhatsApp built-in QR code Scanner for scanning. If the keyword changes, the QR code and link will change accordingly

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2Fg8oC1jiEME9NSVqaSifw%2F%E6%88%AA%E5%9C%96%202023-05-11%20%E4%B8%8B%E5%8D%884.01.35.png?alt=media&amp;token=041c7fcc-936a-4acd-b612-1e76daf09244" alt=""><figcaption></figcaption></figure>

## Clone the New Group

![](https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2F4uiNcSPrrMSbpyfZd3eU%2FScreenshot%202022-05-06%20at%207.00.08%20PM.png?alt=media\&token=57bada64-fde9-40cb-856f-cf6d7c9b2e5c)

1. Click the "**Clone**" button to copy the group with the assigned rules to another target communication channel
