You can forward a visitor from the ibbü and iAdvize mobile apps.
1/ Forward a visitor from a mobile device
- You can transfer a conversation to another agent(associated with the same routing rule) using the arrow on the top right corner:
- Then, you access the list of agents available:
at the top of the list, first, you will see agents who handle the least number of simultaneous chat conversations, and then, agents sorted alphabetically.
you can filter agents in a dedicated search bar using their first name, surname, and skill.
you can transfer conversations to another mobile device or a desktop device.
- After selecting the agent to whom you will transfer the conversation, you will be able to add a comment(to give information about the visitor's context, etc.). There is no character limit for these comments.
- After tapping on the Forward button, you will receive a notification indicating that the conversation has been successfully transferred:
2/ Receiving conversations transferred by another agent on a mobile device
A new conversation appears in the agent's list
The agent gets access to the conversation history
This message, along with a potential comment, notifies the agent of a new conversation transfer: