Transfer a Chat

  1. In the workspace of the chat you want to transfer, click Transfer.

  2. Type the name of the agent, team, or skillClassification used to facilitate the delivery of contacts; assigned to agents based on abilities, specialties, and knowledge you want to transfer the chat to, or use the address book to drill down to a specific entry.

  3. Hover over the address book entry and click Transfer. The chat is immediately transferred to that location and is removed from your interface.

    When another agent accepts the chat, all messages from your original chat with the contact appear in that agent's chat window.