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Assign a conversation

Updated Tue Aug 04 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

Team-wide conversation assignment is still on its way in Ody — today the mobile app offers a personal assign marker, and the reliable way to hand work to a teammate is an internal note or an assigned task.

What exists today

On your phone, you can label a conversation with an owner for your own reference:

  1. In the Inbox tab, swipe a conversation row left and tap Assign — or open the thread and tap Assigned to no one under the contact's name.
  2. The Assign to sheet lists the AI agent and your workspace members. Tap someone, or tap Unassign to clear it.

Be aware: this marker is currently on-device only — it isn't saved to your workspace, so teammates won't see it and it won't follow you to another device. It also never restricts access; the inbox stays fully shared.

Handing off work that your team can see

Until shared assignment ships, use these two flows — both are visible to everyone:

  1. Internal note. Open the conversation, click Internal in the right panel, and type a private note (for example, "@Jordan can you take this one?"). Internal notes are never visible to the customer.
  2. Assigned task. Click Tasks in the right panel, then Add task. Give it a name, assign it to your teammate, and set a due date — it appears on their Tasks screen. See Assign tasks to teammates.

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Frequently asked questions

Do my teammates see who a conversation is assigned to?

Not yet. The assign marker on mobile is a personal, on-device label — team-wide assignment that everyone sees is coming.

Does assigning change who can reply?

No. The inbox is shared — every workspace member can read and reply to any conversation regardless of assignment.

What's the best way to hand a conversation to a teammate today?

Leave an internal note @mentioning them in the thread's Internal tab, or create a task on the conversation assigned to them with a due date — tasks are fully shared.

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