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Workflow · Inbox

New conversation → assign to the next free agent

Every new conversation is handed to the next available team member by your routing rules.

Use in EraAll templates
2 steps · 1 apps
How it looks in the workflow editor
  1. Trigger
    A conversation was openedInbox
  2. 1Action
    Assign automaticallyInbox
  3. DoneLogged in the run history

How it works

2 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.

  1. 1

    Trigger · Inbox

    A conversation was opened

    The flow starts the moment this happens in Inbox — nobody needs to press a button.

  2. 2

    Action · Inbox

    Assign automatically

    The conversation is assigned to the right teammate automatically.

Apps it uses

  • Inbox

To run it

  • Modules switched on: Inbox
  • Picking it in Era and looking it over once

Similar templates

Start with New conversation → assign to the next free agent

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era