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Transfer Enhanced Chat Conversations to IT Support Reps

Transfer Enhanced Chat Conversations to IT Support Reps

Configure the IT Service Employee agent to transfer escalated Enhanced Chat conversations to the messaging queue for IT support reps.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
User Permissions Needed
To create, edit, and activate flows: Manage Flow
To build and manage Employee agents:

Manage AI Agents

OR

Customize Application

Complete the automated Enhanced Chat setup. The automation creates the employee agent, the inbound Omni-Channel flow, the messaging channel, the routing configuration, and the IT Employee Agent Messaging Queue.

Complete the IT support rep steps in Give Users Access to Enhanced Chat to add them to the IT Employee Agent Messaging Queue.

To transfer conversations from the IT Service Employee agent to an IT support rep, configure an outbound Omni-Channel flow that routes work to the IT Employee Agent Messaging Queue.
 
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