Transfer Session

 

An existing session can be transferred to another operator who can take over the support.


Step 1

Select "Send Invitation" from the "Transfer Session" drop-down menu.


Step 2

Enter the email address and click "Send" or share the "Link" with the operator.


Step 3

When the invited operator joins the transferred session, the original session will be closed and the previous operator will be informed that the session was transferred.


Revoke Transfer

After sending a transfer session invitation to another user (operator), you still have an option to change your mind and revoke the session transfer.

Click "Revoke Invitation(s)" from "Transfer Session" drop-down menu.

Tags: features, sessions, dashboard, transfer session, email invitation, revoke transfer

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