How do I create an Unassign Conversation action tool for AI agents?

Last updated: November 5, 2026

Create an Unassign Conversation action tool when an AI agent should remove the assigned teammate from a conversation.

Before you start

  • Decide when a conversation should become unassigned.

  • Confirm this behavior fits your team routing process.

Steps

  1. Open Agents.

  2. Select Tools, then Create Tool.

  3. Choose Execute Actions.

  4. Name and save the tool.

  5. Add a clear label and description.

  6. Set timeout and speech settings.

  7. Add an Unassign Conversation action.

  8. Save the action and tool.

  9. Enable the tool on the agent.

  10. Update the agent instructions with when to unassign the conversation.

Troubleshooting

  • If the conversation remains assigned, confirm the tool is enabled on the agent.

  • If conversations are unassigned unexpectedly, make the trigger conditions more specific.