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Transferring Non-Voice Interactions

This page describes how to transfer all non-voice interactions - for example Chats, Tasks and Emails.

For instructions on transferring voice contacts, see here.

Transferring to Another Agent

To Transfer a task to another Agent, select the Transfer to Directory Contact button in the task bar.

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Select the agent to transfer the task to, using the search bar if required. Select the agent to make the transfer.

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The Task will be transferred, and the Agent will be placed into After Task work:

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Transferring to Another Queue

To Transfer a task to another Queue, select the Transfer to another Queue button in the task bar.

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Select the Queue to transfer the task to. Select the Transfer button to make the transfer.

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The Task will be transferred, and the Agent will be placed into After Task work:

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