The Account Manager feature in NeetoChat lets you assign a dedicated team member to each visitor. When a visitor has an account manager, new conversations from that visitor can be automatically assigned to their account manager.
To assign or change an account manager for an existing visitor:
Click on Contacts.
Click on the visitor you want to update.
In the right sidebar, find the Account Manager section.
Select a team member from the dropdown. You can also clear the selection to remove the current account manager.
The change is saved automatically.
Automation rule that is enabled
By default an automation rule is enabled for all organizations:
"[Auto Assign] - Assign to account manager on conversation creation"
This rule runs every time a new conversation is created. If the visitor who started the conversation has an account manager assigned, the conversation is automatically assigned to that account manager. This way, the visitor always gets routed to the person who knows their account best — no manual assignment needed.
The account manager must be available (active and online) for the auto-assignment to take effect. If the account manager is unavailable, the conversation remains unassigned.