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  Article updated: April 18, 2022

Work with contact groups

Audience: Hootdesk admins

You can group contacts together based on certain contact attributes to help prioritize or route conversations in the queue.

To create a new contact group, follow these steps:

  1. In Hootdesk, select Admin settings, expand Routing and automation, and then select Contact groups.
  2. Select Add contact group.
  3. Enter a name for your group.
  4. In the Rule list, select an attribute. Disabled attributes don't appear in this list.
  5. Select an operator. Note the following:
    • >,≥ ,<, and ≤ are available for CRM-managed attributes and attributes with “number” or “date” formats.
    • = can be used for text or numeric contact attributes. The rule searches for text strings that are exact matches but not case sensitive. So “Platinum” = “platinum”.
    • ANY OF allows you to create a list of values to include for a contact group.
  6. In the third field (if available), enter text or select a value. Text values do not require quotation marks.

Sample configurations

Use caseContact group nameRuleOperatorValue
Is the contact on the website?Website visitorPage URLNot empty 
Is the contact using the mobile app?App userDevice platformNot empty 
Does the contact speak French? FrenchLanguageIsFR
Is the contact in Belgium?BEPhoneContains+32

Route conversations using contact groups

To learn how to route conversations to teams with specific skill sets using contact groups, see Manage skill set routing.

Prioritize contact groups

You can label certain contact groups as “prioritized,” which places conversations associated with those contact groups higher in the queue:

  • In Admin settings, expand Routing and automation, and then select Prioritization.

To learn more, see Prioritize Hootdesk conversations.

See contact groups in conversations

Contact groups that are applied to a conversation are always visible to agents in the conversation header bar.

Agents can also filter the queue by contact group to focus on specific types of conversations:

  • In the agent workspace, select Filter, point to Contact groups, and select the contact groups to show in the queue.

 

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