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About the Resource Center

Transfer a web chat interaction

  1. From the Conversations roster, click the chat that you want to transfer.
  2. Above the interaction, click Transfer .
  3. Begin to type a name and from the list of suggestions, select the person or queue that you want to transfer the chat to.
  4. Select the user or queue from the suggestions displayed.  
  5. Click Transfer
    Note: Chats declined by the intended recipient reenter the queue. 
  6. Complete any after contact work.