Transferring an interaction to a user

Last Updated : Sep 21, 2023 |

About this task

The Transfer to User feature enables an agent or supervisor to transfer email, chat, voice, or messaging interactions to another agent or a supervisor in a single-step transfer.

Supervisors can search, filter, and group the agent or user list.

When an agent or supervisor transfers an email interaction to an offline target user, the transfer fails. Avaya Workspaces returns the interaction to the agent who transferred the interaction.

You cannot change the To, Cc, Bcc, Subject, message, and attachments of a transferred email.

When transferring a voice interaction, the target user must be online.

When the target user does not accept the transferred interaction on time, the interaction goes to Redirect On No Answer (RONA). If the interaction goes to RONA or the destination agent is busy, then the interaction returns to the original agent. If the original agent is also unavailable, the interaction goes to the original queue.

Procedure

  1. On the email, chat, voice, or messaging interaction card, click the Transfer icon.
  2. In the Users menu, search for and click the name of the agent to transfer the interaction.

    You must enter a minimum of 2 characters to click the Search icon and trigger a search. However, you must enter a minimum of 3 characters to display the search result. The search list contains agents or supervisors configured with the same channel as the transferred interaction.

    Note:

    The search menu returns a maximum of 10 results. If your search returns more than 10 matches, refine your search for a better match.

Next Steps

The target user receives the interaction as a regular interaction. The user can also transfer the interaction to another user.