# How to Assign or Add a Teammate

#### Intro <a href="#intro" id="intro"></a>

Tiledesk provides a simple way to manage live chats by allowing you to either reassign chats to teammates or add teammates to an ongoing conversation. Here’s a step-by-step guide on how to do both using the right sidebar within each chat.

**Step 1: Open the Chat and Access the Sidebar**

1. **Navigate to the chat** you want to manage from your list of active conversations.
2. On the **right sidebar** of the chat, you will see a panel displaying additional information about the user (such as name and email) and the chat details.

<figure><img src="/files/YPW0v73HaZQqxWUWUBOf" alt=""><figcaption></figcaption></figure>

**Step 2: Access the Drop-Down Menu**

1. In the **upper-right corner** of this panel, there are three dots ("⋮").
2. **Click on the three dots** to open a drop-down menu with the following options:
   * View contact
   * Reassign
   * Add teammate
   * Leave
   * Transcript
   * Ban visitor

<figure><img src="/files/oGExcqXIvPs34IFe7yBK" alt=""><figcaption></figcaption></figure>

**Step 3a: Reassign the Chat to a Teammate**[**#**](https://gethelp.tiledesk.com/articles/how-to-assign-or-add-a-teammate/#step-3a-reassign-the-chat-to-a-teammate)

**Select "Reassign"** from the drop-down menu.

You will see a **list of your teammates**.

**Choose a teammate** to reassign the chat to by clicking on their name.

> **Important Note:** Once you reassign the chat, you will be **removed from the conversation** and will no longer see it in your list of open chats.

<figure><img src="/files/kHWm7YFrgwq5YPjqERkw" alt=""><figcaption></figcaption></figure>

**Step 3b: Add a Teammate to the Chat**

**Select "Add teammate"** from the drop-down menu.

A list of teammates will appear. **Choose the teammate** you want to add to the chat by clicking on their name.

> **Note:** When you add a teammate, both you and the added teammate will remain in the conversation, allowing you both to participate.

**Additional Options**

* **Leave**: You can exit the chat yourself by selecting "Leave," which will remove you from the conversation. The conversation will therefore be flagged as “Unassigned”.
* **Transcript**: Choose this to view or export the chat transcript. There are several options here: Send by email; View as HTML; Download as PDF; Download as CSV
* **Ban visitor**: If needed, you can block the user from future chats by selecting "Ban visitor."

#### Conclusion <a href="#conclusion" id="conclusion"></a>

By following these steps, you can easily manage your live chats on Tiledesk by either reassigning conversations to specific teammates or adding teammates to collaborate on a chat. This functionality helps ensure smooth communication and team coordination.

Have any feedback for us? Shoot us an email at <info@tiledesk.com>


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