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Transferring a Chat

If you need to escalate a chat or if it should be handled by a different team, you can transfer it to another skill or agent.

Chat Card

Steps

1. Click TRANSFER

Click the TRANSFER icon on the active chat card.

Transfer Chat

2. Find a Skill or Agent

In the search field, type the name of the agent or skill. You can also use the Skills or Teams tabs to browse available targets.

Transfer Skill

3. Complete Transfer

Hover over the address book entry and click the blue arrow icon. The chat is immediately transferred and removed from your interface.