Learn to transfer your chat session to another chat agent or team.
If you've got a question that's better suited to another agent or team, transfer the chat session to them so they can complete the chat quickly.
Before you start
You must be a Chat agent to transfer a chat.
To learn more about permissions, check out the article Roles and permissions of Chat.
Transferring a chat to another agent
To transfer a chat to another agent:
- Go to Chat.
- Select the chat session you want to transfer – this opens the chat window.
- Select the Transfer chat drop-down menu.
- 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.