Transferring a Chat to Another Agent

Complete the steps in the following procedure to transfer a chat to another agent.

To transfer a chat to another agent

  1. Select the chat that you want to transfer:

    In the chat interface, click the tab of the chat interaction that you want to transfer.

  2. Click the Transfer to Agent button on the communications toolbar.

  3. Select an agent that has a status of Available on the Transfer to Agent list that opens, then click OK.

    The chat is transferred to the selected agent. The chat transcript includes all previous conversations and interactions that the previous agent had with the customer.

    You cannot transfer a chat to an agent that has a status of Busy, On Break, or Logged Out.

Note: Any messages that the customer sends while the agent is transferring a chat are lost; that is, they are not captured in the chat window or transcript.