Transferring Chats

Agents can transfer an active chat to another available agent by selecting the “Transfer chat” button in the top left-hand corner of the active chat. A dropdown menu will appear.

In the dropdown menu select which team you would like to transfer the chat to, followed by selecting the agent the chat should be transferred to.

Chats can only be transferred to available agents.

The receiving agent will receive a notification and be able to accept or decline the transfer. If the transfer is declined, the conversation will revert back to the original agent.

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