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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.
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  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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