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Assigning a conversation to another agent

You can assign a conversation to a team member; a notification is sent to the assigned person.

  • Company administrators and agents

How to assign a conversation to another agent?

You can assign a conversation to a team member; a notification is sent to the assigned person. Who can do this: Company administrator and agents. Only the company administrator can assign a conversation held by another agent. Open the conversation and click Assign in the header. Select the agent from the list. A note “Our agent has joined the chat” is shown to the visitor, and an internal note is posted to the team.

Steps

  1. Open the conversation and click Assign in the header 1.

  2. Select the agent from the list. The list shows whether each agent is online and their active conversation count.

  3. A note “Our agent has joined the chat” is shown to the visitor, and an internal note is posted to the team.

Assign chat to another agent (with demo data)
  1. 1Select agent
Another person's chatOnly a company administrator can assign a chat currently held by another agent.

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