Transferring Chats to Agents in Zendesk Chat
What are the steps to transfer a chat to another agent in Zendesk Chat?
Transferring a chat to another agent in Zendesk Chat is straightforward. You can transfer chats to other agents or departments, provided there are multiple agents online in the department.
To transfer a chat, select 'Invite Agent/Transfer to Agent' or 'Transfer to Department' from the chat window's Actions drop-down menu. Then, choose a department or enter an agent's name and click 'Transfer'. Keep in mind that transferred chats are added to the bottom of the chat routing queue.
More related questions
How do I respond to an incoming chat in Zendesk Chat?
To respond to an incoming chat in Zendesk Chat, simply click 'Serve 1 Request' at the bottom left of your dashboard. This opens the chat window where you can see the visitor's initial comment and any automated messages. Once the chat window is…
How can I start a proactive chat with a visitor in Zendesk Chat?
Starting a proactive chat in Zendesk Chat is easy and allows you to engage visitors before they reach out. To do this, go to the 'Visitors' section on your dashboard and select a visitor from the 'Active Visitors' list. Once you've selected a…
How do I end a chat in Zendesk Chat?
Ending a chat in Zendesk Chat can be done by either the agent or the visitor. If a visitor ends the chat, you have the option to continue or end it. To end a chat, hover over the visitor's name or ID at the bottom right of the window and click the…
Can I chat with other agents in Zendesk Chat?
Yes, you can chat with other agents in Zendesk Chat, either by adding them to an existing conversation with a visitor or in a separate chat without any visitors. To add another agent to a chat with a visitor, select 'Invite Agent/Transfer To Agent'…
How do I assign chat tickets to a Support agent in Zendesk Chat + Support?
In Zendesk Chat + Support, you can automatically assign chat tickets to a Support agent. This ensures that any tickets created from your chats are directed to the right person. To assign chat tickets, go to the Chat dashboard, click on 'Settings',…
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