How to transfer a chat in the Agent Workspace
You can transfer chats to other Operators or departments in your Bold360 organization.
Transfer chats while monitoring sessions
You can transfer chats to an Operator in your organization while monitoring conversations.
How can I tell who transferred the chat to me
When you open the chat on your workspace, you can see the name of the person who transferred the chat to you in the header of the chat message:
Depending on how the chat was transferred, you can see the following messages:
- Transferred from Agent - The Operator manually transferred the chat to you.
- Auto-transferred from Agent - The Operator selected the Transfer automatically option when transferring the chat. By doing so, Automatic Chat Distribution selected you as the most appropriate Operator to take over the chat.