Hand-offs between agents
Hand-offs between agents
Let one agent pass a conversation to another, like a front desk sending callers to Sales or Billing.
- Create the other agents first, for example Billing and Support.
- Open the front-desk agent and go to Hand-offs.
- Add each agent it can pass to, and say when, for example “The customer asks about refunds, invoices or payments”.
- Save. From then on, the other agent answers in the same call or chat.