Transferring a Work Item

Work items can be transferred to other skills or agents within the contact center.

Steps

1. Click TRANSFER

Click the transfer icon on the active work item card.

2. Find a Skill or Agent

In the search field, type the agent or skill you want to transfer the work item to. Optionally use the Skills tab or Teams tab to drill down to a specific entry.

3. Complete Transfer

Hover over the address book entry and click the blue arrow icon. The work item is immediately transferred to that location and is removed from your interface.