Heyloha
Getting Started

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.