Agent Question Assignment

Learn how to personalise user experience and streamline customer support with our Custom Agent Assignment via Question video tutorial — available exclusively to paying members. This detailed walkthrough shows you how to configure interactive question forms within your WhatsApp CRM widget to direct customers to the most relevant agent based on their response.

This video tutorial is ideal for customers using either the WhatsApp CRM Full or No‑Frills plan, and for individuals curious to see how advanced routing can be done without technical complexity.

Instead of presenting all agents upfront, you’ll learn how to first ask the user a question — such as “Which department would you like to speak with?” — and then route them automatically to the appropriate agent (e.g., Sales, Support, or Returns).

What You’ll Learn:

• ✅ How to set up Question Forms in your WhatsApp Widget
• ✅ Automatically route users to specific agents based on their responses
• ✅ Configure department options like Sales, Support, and Returns
• ✅ Create a cleaner, more personalised customer journey through smart automation
• ✅ Avoid customer confusion and reduce support handling time

Ideal For:

• ✅ WhatsApp CRM users (Full and No‑Frills) looking to automate routing
• ✅ Businesses with multiple departments needing directed communication
• ✅ Users wanting to preview WhatsApp CRM’s dynamic agent assignment features

Custom Agent Assignment via Question allows you to fine-tune your CRM engagement and provide a more seamless customer experience. Let us show you how this smart feature works in real-time and how easily you can put it into action.