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Transfer a chat to another agent or team
Transfer a chat to another agent or team

If you've got a question that's better suited to another agent or team, you can transfer the chat session to them directly.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated over a week ago

Before you start

Things you need to know:

Transferring a chat to another agent

  1. Go to Chat.

  2. Select the chat session you want to transfer – this opens the chat window.

  3. Select the Transfer chat drop-down menu.

  4. Select the team or name of the agent you are transferring to. The chat transfers instantly.

Teams appear at the top of the list and agents at the bottom.

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