> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kaisupport.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Take and hand over a conversation

> Take a conversation nobody holds, give one to a teammate, and see who is on it.

Read this page to take work, to pass it on, and to avoid answering a customer
twice.

## One conversation, one assignee

A conversation has one **assignee**: the teammate who holds it. The composer
stays locked until somebody holds it. Two teammates answering one customer is
the mistake this rule prevents.

## Take a conversation nobody holds

<Steps>
  <Step title="Open a conversation in Unassigned">
    The bar above the composer says **Nobody has this conversation yet.** If
    Kai passed it to a person, it says **Kai handed this conversation over.
    Nobody has it yet.**
  </Step>

  <Step title="Select Assign to me">
    The composer unlocks. The conversation now shows in **Mine**.
  </Step>
</Steps>

<Note>
  You do not have to take it first. If you send a reply on a conversation
  nobody holds, Kai assigns it to you at the same moment. Sending is taking.
</Note>

## Hand it to a teammate

Use **Assignment** in the details panel on the right. Select the menu, then
select the teammate. You can also use **Assign to someone else** in the bar
above the composer.

<Frame caption="The assignment menu: Unassigned first, then each teammate.">
  <img src="https://mintcdn.com/kai-support/05COl7ii8eqIPmQ_/images/en/inbox-assign.png?fit=max&auto=format&n=05COl7ii8eqIPmQ_&q=85&s=025a98ffe4d7612c9d8c77c20c971253" alt="The assignment menu" width="576" height="840" data-path="images/en/inbox-assign.png" />
</Frame>

The green dot beside a name means that teammate is online now. Give the
conversation to somebody who is there.

To put a conversation back in the queue, select **Unassigned** in the same
menu.

## See who is reading it

Under **Assignment**, the panel shows the teammates who have this conversation
open right now, as **1 viewing now**.

<Frame caption="The details panel: assignment, account owner, and the customer record.">
  <img src="https://mintcdn.com/kai-support/RaOwCZDRMIUnRjWu/images/en/inbox-details.png?fit=max&auto=format&n=RaOwCZDRMIUnRjWu&q=85&s=61c01f49361e999880c269a53c21ba4b" alt="The inbox details panel" width="576" height="2360" data-path="images/en/inbox-details.png" />
</Frame>

Read that line before you type. If a teammate is already in the thread, one of
you should leave it. The conversation list shows the same thing: small avatars
on a row mean somebody is in that thread.

## Assignee and account owner are different

These two words look alike, and they are not the same thing.

| Term              | What it means                                     |
| ----------------- | ------------------------------------------------- |
| **Assignee**      | The teammate who holds **this one conversation**. |
| **Account owner** | The teammate who holds **the customer**.          |

The account owner gets the customer's next conversation, but only while that
conversation is still unassigned. This is why a new conversation can arrive
already assigned to you: you own that customer.

Ownership routes new work only. It never takes a conversation back from the
teammate a manager gave it to. The details panel shows **Account owner** as
part of the customer record. A Manager or an Admin sets it. See
[Contacts and account owners](/product/contacts).

## What a handoff looks like from your seat

When Kai cannot answer safely, it hands the conversation to a person. From your
seat this is what you see:

1. Kai stops. It writes nothing more on that conversation.
2. The conversation waits with no assignee, so it shows in **Unassigned**.
3. The row is marked, and the bar above the composer says **Kai handed this
   conversation over. Nobody has it yet.**

Kai hands over when a human handoff rule fires, when the reply would quote a
number Kai cannot verify, or when Kai is not confident enough. Kai often leaves
a draft with the handoff. Read it, then decide.

Take the conversation the same way as any other: **Assign to me**.

## Practice

1. Go to **Unassigned**, open a conversation, and select **Assign to me**.
   Confirm it now shows in **Mine**.
2. Open the details panel and read **Account owner**. Note whether it is you.
3. Open **Assignment** and give the conversation to a teammate with a green
   dot. Then take it back with **Assign to me**.

## Read next

<Card title="Close and reopen a conversation" icon="circle-check" href="/product/agent/close-and-reopen">
  Finish a conversation, and find it again when the customer writes back.
</Card>
