Applies to: Users, Managers, and Admins

Sometimes a customer will have a question that is best answered by a specific individual, team, or store location. With SalesChat, you easily can transfer chats help the customer get in touch with the best person for their needs.

Overview:

Initiating a Chat Transfer

1. Click the + Under Participants on the right Details panel

2. Choose whether you'd like to transfer to a Team or User

3. Select the Team or User

4. Click on Confirm

5. View updates on the Transfer Status in the Details window under Transfer

Accepting a Chat Transfer

1. From the SalesChat inbox, click "Accept" to complete the transfer.

1. Click the + Under Participants on the right Details panel

2. Choose whether you'd like to transfer to a Team or User

3. Select the Team or User

4. Click on Confirm

5. You can get updates on the Transfer Status in the Details window under Transfer

When you are sent a chat via transfer, you will receive a notification similar to a new message.

Click "Accept" to begin chatting. You can easily view the chat history and continue the conversation.

Still Need Help?

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