Transferring digital interactions

Last Updated : Jul 10, 2024 |

About this task

After responding to a digital interaction, you can transfer it to another agent or to the queue of another team or service. For example, if you are on the New Sales team, you can transfer a digital interaction to the Marketing team or to an individual agent in the Marketing team. You can search for an agent name or a team name. If you do not know the full name of the team or the agent, type any letters to display matches.

After you perform the transfer, if there is no response, Avaya Workspaces for CRM transfers the interaction back to your team.

Procedure

  1. Click the Transfer icon to start the transfer.

    Avaya Workspaces for CRM displays the Search field under Services and Users.

  2. Do one of the following to search for an agent or service:
    • Start typing a name in Search to initiate a directory search of agents and services.

    • Click Services to expand the list of available services or teams.

    • Click Users to expand the list of available agents.

  3. Click the agent or service to complete the transfer.