Transfer to Agent
Learn how to use the Transfer to Agent block in Treble
Transfer to Agent
The transfer to agent block is a powerful tool that allows you to configure your Treble flows to decide at which parts of the conversation you want to continue the chat with an advisor/agent from your team. Adding this block is very simple and allows you to offer personalized and efficient attention.
How does it work?
Access the conversation editor
Go to the “Conversations” section and click on the “Create Conversation” button.
Add transfer to agent block
Configure your conversation with the message blocks you want. Once you want to add the Transfer to Agent block, click on the button and select the Transfer to Agent block. You’ll find it in the Transfer to Human > Transfer to Agent in Treble section. Add the block and connect it to the message block you want.
Configure the agent team
If this is the first time you’re adding this block, you’ll find that the block has the DEFAULT team selected. This team is the default agent team that was created when you created your Treble account. However, you can select another agent team that you already have created. To do this, double-click on the block, this will display a menu where you can select the agent team you want.
Frequent questions
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