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Transferring a conversation

A conversation can be transferred by users with the Agent, Dashboard Agent, Coordinator, or Agent Supervisor role during customer interaction, either to a specific group or to a particular agent.

Detailed steps for this process can be found in the tour at the end of the article.⬇

⚠ Important: The option to transfer a conversation is not available during an ongoing video call.

➡ On the other hand, the Supervisor and Agent Supervisor roles have additional options:
          • They can transfer ongoing conversations from the Agent Monitor and the Active Conversations Monitor.
          • They can also transfer conversations on hold from the Dashboard report's hold panel and from the Waiting conversation Monitor.

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