Setting up handover to a person
With Handover you decide what happens when the agent cannot answer a question: it hands the conversation over to a person. You find it under Agent, on the Handover tab.
Where to find it
Go to Agent, then Handover. Turn on Hand over to a person to involve your team.
What you set
- Channels: which chat channels this rule applies to. Phone uses its own forwarding.
- Who gets a notification: the team members and extra email addresses that are alerted when a visitor needs a person.
- Availability: when your team is reachable.
- If no one responds: what the agent does then.
Is Hand over to a person switched off? Then the agent handles every conversation on its own.