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:
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.