Interface

Statuses & assignments

Define your own review workflow statuses and rules that automatically assign incoming reviews to teammates.

Statuses and assignments turn the review inbox into a team workflow. Statuses describe where a review is in your process — for example "New", "Awaiting reply" or "Escalated". Assignment rules automatically make a teammate responsible for incoming reviews that match certain criteria. Open Reviews → Statuses & assignments in the sidebar.

The page has two tabs: Statuses and Assignment rules.

Statuses tab

The list shows your statuses with their color and label. Statuses belong to your company account and are shared by all users.

  • Add status creates a new status.
  • Drag a row by its handle to change the order of the statuses.
  • The pencil edits a status; the trash icon deletes it.
  • Statuses marked system are built in and cannot be deleted.

Status dialog

FieldWhat it means
LabelThe status name, for example Awaiting reply. Required.
ColorPick a color or enter a custom hex value such as #3b82f6. The color is used in the reviews list.

Click Create status or Save changes.

When you delete a status, reviews that use it fall back to the default status.

Assignment rules tab

"When a new review matches the criteria, the selected user becomes its assignee automatically."

Each rule is shown as a card with its name, the assignee, chips for the criteria (ratings, sentiments, text and media conditions, tags, topics) and the locations it covers (All locations or a count). Disabled rules have a disabled badge. Use the pencil to edit and the trash icon to delete a rule.

Rule dialog

New rule opens New assignment rule:

FieldWhat it means
Rule nameRequired.
AssigneeRequired. The teammate who becomes responsible. Only active users are listed.
Rule enabledUntick to switch the rule off without deleting it.
RatingStar ratings to match.
Has text / Has mediaAny, With text / With media, Without text / Without media.
Text length (chars)Min and Max.
SentimentPositive, neutral, negative.
Tags (any of) / Topics (any of)The review has at least one of the selected tags or topics.
Locations (leave empty for all locations)Limit the rule to certain locations.

A review must match all the selected criteria. Click Create rule or Save changes.

Deleting a rule stops it from assigning new reviews; reviews it already assigned keep their assignee.

Working with statuses and assignees on the Reviews page

  • Each review card has a Status selector and an Assign button.
  • The bulk bar has Change status and Assign for many reviews at once.
  • The Status and Assignee filters show, for example, all reviews assigned to you that are still open.