In Aesthetix CRM, every conversation and contact can be assigned to a specific team member directly from the Inbox. Assigning a contact sets an owner for that record, which drives who is responsible for the conversation, who receives notifications about new activity, and how automated workflows route follow-up. This article walks through how to assign a contact to a team member from the Inbox and explains how assignment shapes ownership and notifications.
When you assign a contact, you designate a team member as the owner of that record. Ownership carries through the rest of the platform:
Responsibility — the assigned user is the point person for the conversation, making it clear who should reply and follow up.
Notifications — the assigned user receives notifications about new messages and activity on that contact, so nothing slips through the cracks.
Automation — the contact owner can be referenced by automated workflows to route tasks, reminders, and follow-up to the right person.
You can assign a contact to any team member from within the Inbox while viewing a conversation.
Step 1: Open the conversation. In the Inbox, select the conversation for the contact you want to assign so it opens in the main view.
Step 2: Locate the owner or assignment field. With the conversation open, find the contact's owner (assigned user) field in the conversation or contact details panel.
Step 3: Select the team member. Choose the team member you want to own the conversation from the list of available users. Once selected, that user becomes the assigned owner of the contact.
Step 4: Confirm the assignment. The contact is now assigned. The new owner is set on the record and will begin receiving notifications for activity on that conversation.
Once a contact is assigned, the selected team member becomes the record's owner. The owner is notified of new messages and activity on that conversation, which keeps ownership clear and ensures the right person is looped in on every reply. Reassigning the contact to a different team member transfers ownership and its associated notifications to the new user.
Because the contact owner is a property of the record itself, it can also be used elsewhere in Aesthetix CRM to keep work routed correctly — for example, to filter the Inbox to a specific team member's conversations or to power automated follow-up.
What happens when I assign a contact to a team member? The team member becomes the owner of that contact and conversation. They take responsibility for replies and follow-up and receive notifications about new activity on the record.
Does the assigned user get notified? Yes. The assigned owner receives notifications for new messages and activity on the conversation, so they know to respond.
Can I reassign a contact to a different team member? Yes. You can change the owner at any time from the Inbox. Reassigning transfers ownership and the associated notifications to the newly selected user.
How do I add or manage the team members I can assign to? Team members are managed in your account settings. See Team Management in Settings to add users and control who is available to be assigned.
Can assignment be automated? Yes. The contact owner can be set and used by automated workflows, so you can route and reassign conversations automatically. See assignment workflows in Workflows to build automated routing.
