> 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/tong-xun-qu-dao/integrations/whatsapp-coex-istence-integration-with-omnichat-add-on-module/whatsapp-co-existence-auto-assign-to-specific-teammate.md).

# WhatsApp Co-Existence Auto Assign to Specific Teammate

When no assignee is configured, all synced WhatsApp Coexistence conversations will automatically enter the "Open-Live Chat"queue.

### Set up assignment

1. click "Edit Assignment"

Initial State: Defaults to "Unassigned."\
Once an assignee is set, it cannot be reverted to "Unassigned"—a team member must be assigned.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FzeJiWj5l4vTHKtBBLNfg%2Fimage.png?alt=media&amp;token=28e253cf-a635-456e-932b-6a064734ac70" alt=""><figcaption></figcaption></figure>

2\. Select a person to auto assign

* One Person Per Number: Each WhatsApp Business App phone number can only have one designated owner/assignee.
* Eligible Roles for Assignment: Team members with the following roles can be assigned:
  * Admin
  * Manager
  * Customer Service Manager
  * Customer Service
  * Sales Manager (OMO only)
  * Salesperson (OMO only)

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FHM3n7t2TDOXGmefZYEBp%2Fimage.png?alt=media&amp;token=a702b7d1-3d1b-40e2-98ab-f765361e5fc0" alt=""><figcaption></figcaption></figure>

* OMO Constraint: If the assignee is a Sales Manager or Salesperson, selecting a bound OMO branch is mandatory.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2F2kBJfvazSkGj6xc3guFG%2Fimage.png?alt=media&amp;token=bbd4eb37-8bde-4c16-a661-e13505a9c68a" alt=""><figcaption></figcaption></figure>

### Trigger Conversation Transfer Upon Editing

1. Automatic Transfer: After modifying the assignee, the system will automatically transfer all WhatsApp Coexistence conversations to the newly assigned person.
2. Conversation Status: Following the transfer, the conversation status will remain in its original state without any status changes.
3. Omni-Channel Link Report (OMO Binding Event Log):
   * Type 9: WhatsApp Coexistence Auto-Assignment
4. Notification Prompt (Sent to the New Assignee): Only a single aggregated notification will be sent.
   * Prompt Message: `"{Original Follow-up Person} ({Role}) has transferred N events to you."`
   * Processing Mechanism: If there is a massive volume of conversations to be transferred, the system will send one notification for every maximum limit of 1000 records. Conversations will also be batch-updated.

### WhatsApp Coexistence Conversation Sync Logic

#### Assigned Conversations (Admin / Supervisor / Support Manager / Support Agent Roles)

* Sync Flow: The conversation is automatically assigned to the designated team member, who will then follow up on the case.
* CaseStatusLog Records:
  * `type 11`: Started a new conversation with \[Member Name] (e.g., *Started a new conversation with Shelly*)
  * `subtype 12`: WhatsApp Coexistence Auto-Assignment

#### Assigned Conversations (Sales Manager / Sales Representative Roles)

* Sync Flow: The conversation is automatically assigned to the designated sales member, who will follow up on the case.
* OMO Binding: The system will automatically execute OMO Binding for this contact.
* CaseStatusLog Records:
  * `type 11`: Started a new conversation with \[Member Name] (e.g., *Started a new conversation with Shelly*)
  * `subtype 12`: WhatsApp Coexistence Auto-Assignment
* Product Reffereal Report OMO Binding Event Records:
  * `type 9`: WhatsApp Coexistence Auto-Assignment
* Notification Rule: Won't dispatch the "Binding Successful Message" to the customer.

### Conversation Feature Related Limitations

* No Single or Bulk Transfers/Follow-ups: Individual or batch transferring/following up of conversations is not supported.
* Unified Management: All conversation transfers must be managed exclusively via the "Assignee Settings Page."
* No Unbinding: Conversations cannot be unbound once bound.
* No Collaborative Chats: Collaborative chats are currently not supported.
* No Adding WhatsApp Conversation: Users cannot inniate conversations by manually adding customers through adding WhatsApp Conversation. *(The option will be hidden)*.
* No Adding Contacts via Customer List: Users cannot manually create or add customers from the Customer List. *(The option will be hidden).*
* Group Chat Creation: Creating a group via "Add WhatsApp Group" is unsupported. *(Meta does not provide a WhatsApp Group API for WhatsApp Coexistence)*.
* QR Code Generation: Team members cannot generate channel-specific QR codes for the Coexistence channel. *(The option will be hidden)*.