1. Using Collaboration Service
  2. Transfer a Helpdesk Conversation

Transfer a Helpdesk Conversation

Important:

Updated Content Available: As part of our ongoing initiative to consolidate our documentation with up-to-date use cases, this page is being transitioned. The latest content is available in Collaboration. We recommend that you update your bookmarks accordingly.

You can transfer a request to another helpdesk agent suitable to fulfill the request.

  1. Log in to the application as a helpdesk operator.
  2. Open the Collaboration window and go to the Helpdesk tab.
  3. Click the transfer chat icon This is the icon to transfer a helpdesk chat.
  4. Select the helpdesk operator to whom you want to transfer the conversation.
    The Transfer Conversation window displays.
    This image shows the Transfer Conversation window, where you can transfer a request to another helpdesk operator.
  5. Enter a reason.
  6. Click Transfer.