Reassign Chat
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The Reassign Chat feature in Dynamics 365 CRM enables seamless chat transfers between users or teams for uninterrupted customer interactions. If a user, like Ricky Ponting, needs to reassign a chat, they can do it directly within CRM. With just a few clicks, the chat session can be transferred to another user, such as Adam Gilchrist, ensuring smooth communication even when team members switch roles. Here’s how it works:
Go to Message -> Message Session.
Click on “Assign Message Session.”
The Assign To dialogue Pop Up will appear on the screen.
Assign To: Either choose yourself or another user/ team you want to assign the chat session to.
User or Team: Choose a specific user to handle the conversation individually or assign it to a team for collaborative management.
Assign: Also, if Ricky Ponting leaves the chat, he can assign the chat to another user, such as Adam Gilchrist, to take charge of the conversation by clicking on the “Assign” button.
Now the chat will be assigned to Adam Gilchrist.
With this, you can maintain seamless customer interactions with instant chat reassignment—ensuring uninterrupted communication and quick responses, even when team members switch roles.
