How to transfer a conversation to a human?

List view
Getting Started
Setup AI
Inbox
Essential
WhatsApp
Analytics
Tools
Automations
Flows
Grow
Integration
Settings
Advanced
Tips & Tricks
Ecommerce

How to transfer a conversation to a human?


 
This feature lets you quickly transfer the conversation to a Human/Bot. In other words, disable live chat/enable live chat. When you transfer a conversation to a Human, the conversation will be handled by a Human agent without the Bot’s interference (The bot will be disabled).
 
Transfer conversation to Human/Bot from Inbox
notion image
notion image
 
 
Transfer conversation to Human/Bot from the Contact section
To transfer the conversation to Human/Bot for one or multiple Contacts in the Contact section, follow the steps below
  • Step 1: On the Contact section, select a Contact by clicking on the checkbox.
  • Step 2: Click on the “Actions” button and select “Transfer conversation to human” or “Transfer conversation to bot” on the drop-down menu.
notion image
 
 
Transfer conversation to Human/Bot from flow builder
You can transfer the conversation to a Human or Bot in the flow builder
notion image
notion image
 
 
 
 
Updated date: Oct 28, 2024