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Transfering a Ticket to a team

  • June 28, 2023
  • 2 replies
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Hello. How can agents transfer a ticket to a seperate team and have it roundrobin and reassign to a new agent from that team? 

Best answer by bclark

There are a couple ways I have things set up that do this. One involves tags and a rule being triggered based on that tag (don’t forget to remove the tag at the end of the rule actions). 

But I think a simpler option is to do it via shortcuts which would look like this. 

 

2 replies

bclark
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  • June 29, 2023

There are a couple ways I have things set up that do this. One involves tags and a rule being triggered based on that tag (don’t forget to remove the tag at the end of the rule actions). 

But I think a simpler option is to do it via shortcuts which would look like this. 

 


Kathryn Carter
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@cperez2424 Thank you for submitting your question to our Community. 😄

I would suggest setting up a shortcut as @bclark has suggested above! Here is a knowledge base guide to help you get this set up: