This section explains how to activate/deactivate the option to allow the bot to transfer the conversation to a teammate.
Empower your Teammates to manage their conversation efficiently
The Transfer to Teammate setting offers you more flexibility and autonomy to adapt conversations’ transfers according to your needs. You can enable transfer at all times, during business hours, or simply disable the function altogether.
Step 1: Configuration of the Transfer to Teammate setting
Activating the transfer to teammate setting allows teammates to manage their workload efficiently. This prevents overflowing their inbox with messages and ensure a positive experience for your customers in your chat.
To set this up:
Sign into the Heyday Inbox
Go to Settings
SelectChatbot & automation
Select Transfer to teammate
By default, your account i set to allow customers to reach your teammates all the time. That way, they will receive clients messages, regardless of their availability.
At this stage, you can choose when the teammates are reachable: