---
description: Learn how to assign a conversation and close a conversation.
title: Assignment and Closing a Conversation
image: https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F3f43c48b21b24f4e8b02b100c0c8fab0
---

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4. Assignment and Closing a Conversation

# Assignment and Closing a Conversation

![Avatar](https://assets2-proxy.respond.io/ph8r57dk1q9w/7tin8k9c1emscQGOhIuNbC/0ed3f91c8580c4e5dfa90f035355122e/Petrina_Jo_avatar.svg)

JQ Lee

· 22 Oct 2025

less than a minute read

## Assigning an Agent to a Contact

The Assignment dropdown list can be found at the top right corner of the Inbox module. It may be used to assign or reassign an Agent to a Contact. The dropdown list will list all the available Agents with their avatars. You can also search for a specific Agent via the search box. 

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/64BJLA4e1IJVwezE8FZirp/30ee0b336545eaf34f9481f9fb6dcbf0/kapture-2024-06-18-at-13-41-34.gif?w=480&fm=avif) 

## Unassigning an Agent from a Contact

The Assignment dropdown list includes the Unassign option. This unassigns a User from a Contact and moves the Contact to the Unassigned Inbox.

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/1Amo7g9JB2FksqTaGh2rAj/c3fbd618dc4c2401dbc75692d6049eaa/screenshot-2024-06-18-at-1-42-50-pm.png?fm=jpg&q=80&w=640) 

Unassigning can also be done from the Contacts Drawer in the Contacts Module.

## Closing a Conversation

Next to the Assignment dropdown menu is the **Open** or **Close** button. When a Contact has an open conversation, the button will allow you to close the conversation. When a Contact has a closed conversation status, you can open a new conversation to initiate contact.

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/12HRclp66dErmS3LQ3x0Rv/25ed3c278815d12e23c695d7f8fcd704/screenshot-2024-05-29-at-10-31-17-am.png?fm=jpg&q=80&w=640) 

> You cannot open or close a conversation for a blocked Contact. The **Open** and **Close** buttons will not be available for blocked Contacts. You can resume conversation with a blocked Contact by [unblocking them](https://respond.io/help/contacts/contacts-overview#actions) first.

### Adding a Summary Before Closing (Optional)

Before closing a conversation, you can choose to add a **Closing Note** with a summary of the interaction. This is helpful for internal tracking, reporting, or handovers.

To save time, use the **Summarize** feature to generate a clear, professional summary of the conversation with AI:

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/71LhCYgPEspLBIzl5pqOvW/b8e39ff76a54179f49374d9064af1fde/Screenshot_2025-06-17_at_2.52.49â__PM.png?fm=jpg&q=80&w=640) 
1. Click the **Close** button at the top of the conversation window.
2. **Access the Closing Note**:  
   * If your workspace has **Closing Notes enabled and set to mandatory**, the dialog will appear automatically.  
   * If **Closing Notes are optional,** click the **arrow** next to the Close button to open the dialog manually.  
   * If **Closing Notes are disabled**, the dialog will **not be accessible** at all.
3. In the Closing Note composer, click the **Summarize** icon.
4. An AI summary will be generated based on the latest open conversation (up to 100 messages). You can review and edit it before posting.

> You can summarize **up to 100 messages from the latest open conversation** with AI. 

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## 

Related articles 👩‍💻

* [Using AI AssistLearn how to use the AI Assist feature to generate responses to customer queries. ](/help/inbox/using-ai-assist)
* [Interacting with AI PromptsLearn how to interact with AI Prompts and how to use it while messaging. ](/help/inbox/interacting-with-ai-prompts)
* [Custom InboxesUse Custom Inboxes to filter and save a list of Contacts and conversations that fulfill a set of conditions. ](/help/inbox/custom-inbox)
* [Inbox OverviewLearn how to navigate the Inbox module to manage conversations and inboxes. ](/help/inbox/inbox-overview)

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2025-12-05T03:58:38.697Z

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