Automatically distribute incoming emails to your team using round-robin assignment—ensuring no message is left behind and everyone shares the workload fairly.
✅ How It Works
You can set up an auto-assignment rule for a specific inbox email address. When a new message arrives at that address, it will be automatically assigned to one of the selected users in a round-robin fashion.
Also note: if a user has Away Mode toggled on, they will be temporarily excluded from auto-assignment. Once they return and disable Away Mode, they will be included in the round-robin rotation again.
🛑 Important: Access-Based Assignment
Only users who have access to the inbox (i.e., have permission to view and manage messages in that specific inbox) can be selected as assignees.
If a user does not have access to the inbox, they will not receive auto-assigned messages from that inbox, even if they are selected in the rule.
Be sure to review your inbox permissions to ensure the right users are eligible for auto-assignment.
🔧 How to Set It Up
Go to Inbox > Auto Assignment
Click “Create Assignment Rule”
Set the Rule Type to
InboxSelect the Inbox (email address)
Choose Assignment Type:
Round-robinSelect the team members you want included in the rotation
Click “Add Rule” to save
That’s it! Incoming emails will now be shared evenly across your selected team.
🔜 Coming Soon: Auto Assignment by Property Group
Soon, you’ll be able to auto-assign messages based on property groups—allowing you to route emails to the right team based on what property they’re related to. Stay tuned for updates!