1. While chatting with a customer, click Transfer.
2. Select a transfer option from one of the menus.Note There are options for each type of transfer that’s enabled for your Salesforce org. Ifyou don’t see the option you need, ask your administrator to add it for you.
3. (Optional) Write a message for the agent receiving the chat. This message is part of the chat request to provide context for the next agent.
4. If the transfer is accepted, your chat and any associated records automatically close (don’t worry, you’ll be prompted to save your changes if you haven’t already). If it’s rejected, you can try again with another recipient or transfer method.