Transfer to a Human Action

When you need to handover a chat from a flow to a human operator (HITL: Human in the loop) this is the action that makes the work for you.

The easiest example is use the action attached to a button to allow the end-user to “Talk to a human” whenever he wants.

To create this flow simply drag & drop the Human handover from the side menu to the stage.

Once connected to a button (or whatever block in the flow) this action will move the flow to an available agent, if any. If no agents are available the action will automatically be moved to the unassigned status and put in the unassigned queue.

If no Smart Assignment is active the only variable checked for assignment is the Agents' avaialble status. The chat will be moved to the first available following a round-robin alghorithm.

Instead, when Smart Assignment is active, also the Maximum chats (see picture below) option of the Smart Assignment module setting will be checked.

If no agents are available the chat will be again put in the Unassigned status (you'll see the chat in the Monitor panel under the Unassigned section).

Using this Action along with If Online Agents Action will give you the best results when no Smart Assignment is active.

When instead Smart Assignment is active sometimes the best approach is to always use the Move to Unassigned Action.

You can find a small tutorial on how to Transfer a chat to a human

Do you have any feedback on this article? Please send it to us at info@tiledesk.com

Enjoy Tiledesk!