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
To transfer a chat:
- You must be a Chat agent
- The agent you want to transfer the chat to must be part of a chat team
To learn more about permissions and chat teams, check out the articles:
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.