User Manual

Email Transfer

A supervisor can transfer an email ticket to another operator or skill.

Following are the steps to use this facility:

1.Click Escalate Chat Icon icon to transfer a ticket. The following screen appears.

Email escalation 3

Transfer Tickets

Screen Elements Description

Assign to Operator

Skill

Displays the current skill by default from the skill dropdown list when assign to operator option is selected.

Available Operators

Select the operator from the dropdown list to whom the ticket is to be transferred.

The list displays the operators that are available and ready to take up tickets.

Transfer to Skill

Skill

Displays the skill.

This field is disabled for the supervisor.

Targeted Skill

Select the skill to which the ticket is to be transferred from the dropdown list.

2.Provide the required details and click on any of the buttons from below as per needed.

•Click Transfer1 button to transfer the ticket.

•Click Cancel button to cancel the process and return back to the editor window.

3.When the email ticket gets transferred to a skill, a confirmatory message is displayed as shown in the screen below.

Transfer message

Message box

4. When the email ticket gets transferred to a operator, a confirmatory message is displayed as shown in the screen below.

Operator transfer

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