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Inbox and chats

Transferring a chat

Pass a chat to a colleague or department with a private note

  1. 1In the chat, click Transfer.
  2. 2Choose an agent, a department, or both.
  3. 3Optionally add a private note, such as what the visitor needs. Then click Transfer.

The visitor sees “You've been transferred to …”. The note shows in the chat for your team only, and the person receiving the chat gets an alert.

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