Manual Assignment

Manual assignment is when a support agent or manager directly assigns an incoming chat request to a specific agent or department. This approach allows flexibility in special cases, such as escalating complex issues or balancing workloads.
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Definition

Manual assignment is the process where a support agent or manager manually assigns an incoming chat request to a specific available agent or department.

Why It Matters

Manual assignment provides flexibility for specific scenarios, such as escalating a complex issue to a specialist or reassigning a chat due to agent availability.

Real-Life Use Cases

A chat supervisor manually assigns a complex technical support chat to a Tier 2 engineer who has specific expertise in that product. An agent might manually transfer an ongoing chat to a colleague who is better equipped to handle a unique customer request.

FAQs

When would I need to assign chats manually in live chat software?

You might need to manually assign chats when dealing with complex issues requiring a specialist, rebalancing agent workloads, or handling specific VIP customers.

Can a live chat agent manually transfer a chat to another agent?

Yes, Chatway allows agents to manually transfer ongoing chat conversations to other available agents or departments.

How does manual chat assignment affect live chat management?

Manual assignment gives managers flexibility and control over chat distribution, especially for exceptions or specific customer needs, complementing automated rules.