• Affiliate Program
  • Request Demo
  • Support
  • Login

How can I transfer a chat to other support agent?

‘Chat Transfer’ provides the live chat agents a unique opportunity to help each other while providing live chat support to website visitors. They can use ‘Chat Transfer’ to handle cases which require more experience or knowledge to handle.

Here the agent can transfer the entire chat conversation to another agent within a couple of seconds. The recipient agent will get all the details of the customer including the previous chat history between the customer and the agent who transferred him the chat.  Then he instantly can start following up on that case.

And all these will happen without putting the customer on hold!

How to transfer a chat?

  1. While chatting with the customer, if you want to transfer the chat to another agent, click on the ‘Chat Transfer’ button placed on the upper side of your chat panel.

chat-transfer

  1. Next, select the agent to whom you want to forward the chat and click on ‘Send Transfer Request’.

chat-transfer-popup

Exact matches only
Search in title
Search in content
Search in posts
Search in pages
Filter by Categories
Best Practices
Chatbots
Co browsing
Customer Engagement
Customer Experience
Customer Relationship Management
Customer Retention
Customer Service
E-Commerce
Financial Industry
Live Chat
Sales
Social Media
Uncategorized
Website

Not sure what you are looking for? Check out some of our top features

Not sure how to get stated? Check our Support section or email us at [email protected]

close
Copy link