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Chat Transfer

Bring in the expert.
Keep the context.

Move a conversation to the teammate who can resolve it while keeping the discussion intact. Make the handoff feel like progress rather than another delay.

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● ● ●Chat Transfer↗
Team workspace3 online
AC
Alex CarterCustomer support
4 chats
JL
Jordan LeeSales & onboarding
3 chats
SM
Sam MorganTechnical specialist
2 chats
Every conversation has a clear owner.
CHATTRON WORKSPACE · ILLUSTRATIVE INTERFACE
Agent & team operations

Thoughtful tools.
A better daily experience.

01 /

Context stays attached

Let the next agent review the discussion before asking more questions.

02 /

A purposeful handoff

Explain why the conversation is moving and who will help.

03 /

Visible ownership

Make sure responsibility for the next step is understood.

IN THE EVERYDAY MOMENTS

A practical difference.
A more useful conversation.

Move a conversation to the teammate who can resolve it while keeping the discussion intact. Make the handoff feel like progress rather than another delay.

Connect this capability with your team’s existing service approach. Decide who owns the next step, keep the customer informed, and review the experience together as your operation grows.

AN EXAMPLE IN PRACTICE

A frontline agent brings in a specialist and shares the troubleshooting steps already completed.

Good support moves the conversation forward. ↗
A SIMPLE START

Make it part of your workflow.

01 /

Explain the transfer

Begin with a clear purpose and the information your team needs.

02 /

Choose the right teammate

Choose settings and responsibilities that fit the way your business operates.

03 /

Add a concise summary

Review the experience with a realistic example before expanding your setup.

YOUR QUESTIONS, ANSWERED

A little more clarity.

Who is chat transfer for?

It is intended for teams that want a more organized customer experience. Start with the use case described above and confirm the plan and configuration that fit your workflow.

How does it work with the rest of Chattron?

Use this capability alongside your shared inbox, team ownership, and customer context. The goal is a connected experience rather than another isolated tool.

Can we see the experience before getting started?

Try the demonstration chat on this site and explore the interface previews. Contact the team to discuss the configuration and production capabilities your business requires.

BETTER TOGETHER

Keep the connection going.

01 /

Omnichannel

Organize supported customer channels around a shared working approach. Keep ownership and follow-up clear wherever a conversation begins.

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02 /

Agent & Team Management

Give every conversation an owner and every teammate an understandable role. Organize availability and responsibility as your support operation grows.

Explore →
03 /

Departments

Organize conversations around the teams customers need. Keep ownership clear without making visitors navigate your internal complexity.

Explore →
YOUR NEXT CUSTOMER STARTS HERE

Every great connection
begins with hello.

Make your next conversation a reason to choose you.

Start Your Free Trial →14 days. No credit card required.