How to Transfer Chats from One Agent to Another in the Wavixo App

Not every conversation should stay with the agent who picks it up first. When a query needs a specialist — a sales agent, technical rep, or account manager — Wavixo lets you reassign the chat in seconds without losing any context.

Steps to Transfer a Chat

Step 1: Open the Chats Section

Click Chats in the left navigation bar of your Wavixo dashboard. This displays all ongoing conversations.

Step 2: Select the Conversation to Transfer

Click on the chat you want to reassign. The full conversation thread will open.

Step 3: Click "Not Assigned"

Inside the chat window, click the Not Assigned option. A dropdown will appear listing all available agents.

Step 4: Choose the Agent

Select the agent best suited for the query. The chat is immediately transferred and becomes visible in their queue.

Tips for a Smooth Handover

Add a note before transferring. A quick internal note summarizing the issue saves the receiving agent from having to read through the full conversation history.

Get it right the first time. Multiple transfers create a fragmented experience for the customer. Pick the most appropriate agent upfront.

Let the customer know. A brief message informing them of the transfer sets expectations and keeps the conversation professional.