# Owner Assignment Settings (Agent/Sales Assignment)

Owner is the email address of the assignee. In Contact, each customer can be assigned one Owner, primarily used for sales attribution. In YCloud's products, when a message is received in the Inbox, conversations can be allocated based on customer assignment.<br>

## How to Set Up Owner?

### Method 1: Editing in Contact

Locate the customer's information in Contact, click to expand the editing page.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FyrWO7tiDXjMMGvuvnml6%2Fimage%20(304).png?alt=media&#x26;token=39f10cd2-aa55-45e5-abfe-5e4c35dbcf8b" alt=""><figcaption></figcaption></figure>

Find the Owner setting item and set the Owner.

Enter the Owner's email address and click save, also supporting dropdown selection of existing Agents (Agents in Inbox)

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FrKwsXIASqTr5sCWyEI0S%2Fimage%20(20).png?alt=media&#x26;token=cfedd33b-445d-4fd2-ae22-e606e4c03177" alt=""><figcaption></figcaption></figure>

### Method 2: Setting Owner in Inbox

After logging into Inbox, expand the user information bar. Click Owner, select the desired Owner to transfer, and the transfer is completed instantly.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FYOkbQl0sZQS4HK1P6ooN%2Fimage%20(310).png?alt=media&#x26;token=278484ae-cb90-4ea6-9ea1-32d59897b52d" alt=""><figcaption></figcaption></figure>

### Method 3: Bulk Import of Customer Information with Owner

Click Contact > Contact list > + New contacts > Upload a file

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2F5U8LUyEQdKsXDNIhFaSW%2Fimage%20(311).png?alt=media&#x26;token=acada56a-1c57-4254-aa9f-e421a9d4a10c" alt=""><figcaption></figcaption></figure>

Click \[Download Template] to download the template

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2Fcu8vHxi81CYtitQw0JvZ%2Fimage%20(313).png?alt=media&#x26;token=93058f0d-5323-4690-a3a6-f9eaa9e4d6bd" alt=""><figcaption></figcaption></figure>

Edit the template. Save and upload to YCloud.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2F1MK82odUIafntPEGPiPX%2Fimage%20(314).png?alt=media&#x26;token=c316832c-c8a5-48af-a213-ad3f838c861c" alt=""><figcaption></figcaption></figure>

After uploading, confirm that the matching fields are correct, then click \[Next]

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2Fjr2X0yD6JFMM5kIp7F9J%2Fimage%20(315).png?alt=media&#x26;token=9a50a295-93b6-489f-a838-823d9bb3d61d" alt=""><figcaption></figcaption></figure>

Confirm the number of successfully uploaded items, click \[Next]

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FTRwYITdPP1SBw8Lw0tCb%2Fimage%20(316).png?alt=media&#x26;token=98f83e2a-0d90-4813-b279-ddff2ada071a" alt=""><figcaption></figcaption></figure>

Complete the upload

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FfDtaNWOXp5p0TgGbfm84%2Fimage%20(317).png?alt=media&#x26;token=4833c090-a413-4ab0-a20a-400f39440914" alt=""><figcaption></figcaption></figure>

### Method 4: API Upload

API Documentation:

* Click to view [Update User Data Interface](https://docs.ycloud.com/reference/contact-update)
* Click to view [Add User Data Interface](https://docs.ycloud.com/reference/contact-create)

Owner Field: OwnerEmail

Not required, must input the assignee's email address

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2F7RGygqYOM8Qjy9ZGkwkF%2F%E4%BC%81%E4%B8%9A%E5%BE%AE%E4%BF%A1%E6%88%AA%E5%9B%BE_9a00ba3e-a664-4962-a05c-df66026086be_%E5%89%AF%E6%9C%AC.jpg?alt=media&#x26;token=1c161321-70f0-42df-8390-5f5e68139179" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://helpdocs.ycloud.com/help-center/contact/owner-assignment-settings-agent-sales-assignment.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.