Ticket creation and routing
Round-robin only distributes to team members you have added to the participant list. Removing someone from your team does not remove them from that list, so update it separately. See Team & Roles.
VIP customer detection
Egentify flags customers as VIP based on their spend or order history. VIP status shows in the customer summary sidebar when your team opens a ticket, so whoever picks it up knows immediately that this is a high-value customer.
A customer is flagged as VIP if they meet either threshold, not both.
Email handling
Inbound support email is configured here too, including your forwarding address and how much the AI does on its own.
For forwarding setup, threading, and attachments, see the Email guide.