---
schema_version: "1"
id: 9fc5eafeacc7fb0154a158ab6c0b6400bd062a961cd2b2d60c731c8f0528ad48
title: Transfer Chats
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/live_agent_transfer_chat_requests.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.live_agent_transfer_chat_requests.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 89d6949d6af267cf57716003c1d41df457fdeeea8f3477fbe80a93c1380a1463
description: You can transfer chat sessions to other agents when a customer needs extra help with an issue, or to make room for new requests.
products:
  - Service Cloud
release: "264"
---
# Transfer Chats

You can transfer chat sessions to other agents when a customer needs extra help with an issue, or to make room for new requests.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.legacy_editions.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d40599e59">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40599e59 ">To chat with visitors in the Salesforce console: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40599e59 ">Chat is enabled, set up, and included in a Salesforce console app</td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_legacy-264-0-0-production-enus/081af4ec-6c06-4d4b-9443-cb3516bbc46d/images/icon_important.png)

Important

Legacy Chat will be retired on February 14, 2026. To avoid service interruptions to your end users, switch to enhanced Chat (formerly Messaging for In-App and Web). Enhanced Chat offers many of the legacy Chat [features that you love](https://help.salesforce.com/s/articleView?id=service.miaw_replacing_chat_considerations.htm&language=en_US) plus asynchronous conversations that can be picked back up at any time. Learn about migrating in [Help](https://help.salesforce.com/s/articleView?id=service.miaw_replacing_chat_considerations.htm&type=5&language=en_US) and [Trailhead](https://trailhead.salesforce.com/content/learn/modules/migrating-from-legacy-chat-to-enhanced-chat).

1. While chatting with a customer, click **Transfer**.
    
    ![Chat Window with Transfer Icon Highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_legacy-264-0-0-production-enus/081af4ec-6c06-4d4b-9443-cb3516bbc46d/support_legacy/images/chat/200_LAtransfer-start.png)
2. Select a transfer option from one of the menus.
    
    ![Chat Transfer Overlay](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_legacy-264-0-0-production-enus/081af4ec-6c06-4d4b-9443-cb3516bbc46d/support_legacy/images/chat/200_LAtransferoverlay-full.png)
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_legacy-264-0-0-production-enus/081af4ec-6c06-4d4b-9443-cb3516bbc46d/images/icon_note.png)
    
    Note There are options for each type of transfer that’s enabled for your Salesforce org. If you don’t see the option you need, ask your administrator to add it for you.
3. (Optional) Write a message for the agent receiving the chat. This message is part of the chat request to provide context for the next agent.
    
    ![Chat Transfer Overlay with Fields Entered](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_legacy-264-0-0-production-enus/081af4ec-6c06-4d4b-9443-cb3516bbc46d/support_legacy/images/chat/200_LAtransferoverlay-entered.png)
4. If the transfer is accepted, your chat and any associated records automatically close (don’t worry, you’ll be prompted to save your changes if you haven’t already). If it’s rejected, you can try again with another recipient or transfer method.