- With the conversation open, click Transfer.
- Choose the transfer type:
- Manual — routes to a specific user you select, along with the corresponding desk. - Waiting — sends to another desk. Any agent in that desk can pick it up. - Automatic — redirects to one of the chatbot menus.
- To send a transfer notice message, check the available option.
- Click Transfer.
You cannot transfer conversations to other companies, as they have separate channels and numbers.