Limit agents to their assigned contacts
Turn off "View all contacts" so an agent only sees the contacts and conversations assigned to them.
Who can do this: Owner and AdminPlan: All plans
By default every member can see every contact and conversation. To keep leads private to the agent who owns them:
- Go to Settings → Team members.
- Open the member’s permissions.
- Switch off View all contacts.
- Save.
That member now only sees contacts and conversations assigned to them — in the Inbox, Contacts, search and exports.
Make sure agents still get new chats
An agent with limited visibility won’t see unassigned chats. Assign new conversations automatically:
- With an automation: New Message Received or First Message from Contact → Assign Conversation → Round-robin. See Create an automation.
- Or have an admin assign chats manually from the Inbox. See Assign conversations.