Assign and transfer a conversation

How to do it

1. 01

   Open the conversation in Team inbox and check its current owner, team, department, and priority.

2. 02

   Use the assignment or transfer control to choose an available teammate or team. Confirm the destination before saving.

3. 03

   Add a private note with context for the next agent; it is not shown to the visitor.

4. 04

   Use Supervisor to watch queue pressure and availability if you have that permission.