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Transferring a Chat

When you're on an active chat in Gplus Adapter for Salesforce, you can transfer a chat to another agent. Let's say, for example, that your customer has asked you a question on a topic that you are not trained in.

How do I transfer a chat to another agent?

1

To transfer a chat, click the plus symbol Gplus adp icon plus.png at the bottom of the Chat tab. Click Instant Transfer. Choose an agent in the Team Communicator. Click the list box and select Instant Transfer.

Information transfer

If your administrator has configured it, the agent to whom you are transferring the chat might also see related information about the active call in Salesforce. For example, if the caller already exists in the Salesforce contact database, the agent might see the Edit Contact screen.

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This page was last modified on August 10, 2017, at 05:38.