Transferring Chats Between Agents

This article explains how to transfer chats when another agent needs to handle the case in triochat.io.

February 16, 2026

1 min read

Summary

This article explains how to transfer chats when another agent needs to handle the case.

When to Transfer Chats

Transfer when:

  • Issue requires special knowledge
  • Customer asks for supervisor
  • Shift change happens

How to Transfer a Chat

Steps:

  • Open chat
  • Click Assign or Transfer
  • Select new agent
  • Add internal note if needed

What Happens After Transfer

  • New agent gets notification
  • Chat moves to their inbox
  • Customer is not notified about transfer

Smooth Handover Tips

  • Always leave internal note
  • Do not close chat before transfer
Frequently asked questions
Everything you need to know about the product and billing.
Can customer see transfer happening?
›
No, they only see replies from business.

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