Transfer a chat to another queue

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Route a chat to another queue. Any agent who belongs to the associated queue can accept the chat.

    Before you begin

    Role required: workspace_user

    Procedure

    1. Navigate to All > Workspace Home > Inbox.
    2. On the Action toolbar, select the transfer to queue icon (Transfer to queue icon.).
    3. In the Transfer to Queue panel, select the queue to transfer the chat to.
      When you transfer a chat, the current work item associated with the interaction is marked as closed complete. A new work item is associated with the new queue and the chat is added to the selected queue. When a receiving agent accepts the transfer, that agent sees the conversation and the chat history in the Active Chat panel. When you’re transferred from a live agent back to a queue, the logic doesn’t check for live agents, and the chat goes to the queue to be picked up by an agent.