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- Above the chat window, is a transfer representative icon. The icon looks like an orange representative with a green arrow pointing to the right.
- Click this icon and select the appropriate representative that you are going to be transferring the session to.
- You will remain in the chat with the customer while the transfer is happening.
- The representative who is receiving the chat session will receive a notification that a new support session has been transferred to their queue.
- She or he must double click the session to be added to the session. The notification "You are now chatting with (Representative name)." will confirm the session has been transferred.
- Click on the red X icon to remove yourself from the session.
- Important: If a pop-up appears that asks if you would like to "Hold Session" or "End Session," click on "Hold Session." Failure to do so will disconnect the client.
- Create a ticket for the chat session.