Start a Conference with Another Agent

You can request assistance from a colleague during a chat session by setting up a chat conference between the customer, yourself, and the other agent.

To invite other agents to join an active chat session:

Procedure


Step 1

Click Conference.

The Conference Request dialog box appears.
Step 2

Select an agent from the Choose an agent drop-down.

Note

You can only invite agents who are currently available in your queue. If the agent does not accept the conference chat request, the system assigns it to any other available agent from your queue.

Step 3

Click Start Conference.

The customer and you see a message that an agent has joined the chat.