Transfer WhatsApp chat conversations to live agents

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Configure the Advanced Work Assignment application to transfer a WhatsApp chat conversation initiated by a requester to a live agent.

    Antes de Iniciar

    Your administrator must have completed the following tasks:

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Procedimento

    1. Enable the WhatsApp service channel.
      1. Navigate to Advanced Work Assignment > Settings > Service Channels.
      2. In the Name column of the Queues list, search for WhatsApp.
      3. Select WhatsApp.
      4. On the Service Channel form, select the Active check box.
      5. Select Update.
      For more information, see Service channels.
    2. Automatically route work items for WhatsApp chat conversations to agents by configuring the queue for the WhatsApp service channel.
      1. Navigate to Advanced Work Assignment > Settings > Queues.
      2. In the Name column of the Queues list, search for Agent WhatsApp Queue.
      3. Select Agent WhatsApp Queue.
      4. On the Queue form, select the Active check box.
      5. Select Update.
      Nota:
      By default, the WhatsApp - Most Capacity assignment rule is associated with the Agent WhatsApp Queue. You can create another assignment rule and associate it with the queue. For more information, see Configure agent assignment rules and Work item queues.
    3. Configure agent presence states for the WhatsApp service channel.
      1. Navigate to Advanced Work Assignment > Settings > Presence States.
      2. In the Name column of the Presence States list, select an existing state.
      3. In the Apply to groups section of the Presence State form, select the add icon to move the Agent WhatsApp Group group from the Available column to the Selected column.
        Nota:
        You can ignore this step if you have selected the Apply to all groups check box.
      4. Select Update.
      For more information, see Configure agent presence states.