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02. Transfer Rules Configuration
1 min
Created by Karine Moreira on 7/23/2024 1:43 PM
Updated by Karine Moreira on 10/4/2024 10:34 AM

Configure the Transfer Rules for conversations between Agents and Departments in the Zenvia Customer Cloud Support Service module.

⚠️ Attention: This feature is available only for Operator and Admin profiles.

How It Works

To use this feature, go to Support Service > Settings > Conversation Settings > Transfer Rules > Manage.

On the main screen, you will see the following information:

Department;

Created on;

Updated on;

Edit and delete options.

💡 Tip: Use filters to get specific search results.

Create a New Transfer Rule

1. Go to Support Service > Settings > Conversation Settings > Transfer Rule.

2. Click on Manage.

3. Press the New Transfer Rule button.

4. Select a specific Department.

5. Under Transfer to Department, choose one or more departments allowed for transfers.

6. Save the information.

Done! Your new transfer rule has been created successfully.

⚠️ Attention: By default, transfers to departments and agents are only permitted for logged-in and available users.
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