Chat Actions
The chat actions dropdown provides quick access to common chat management operations. Actions are organized into categories based on their scope and availability.
Leave + Leave All
These actions allow you to remove yourself from chat assignments, making the chats available for other agents to pick up.
Leave Chat
Removes your assignment from the currently selected chat and closes it from your view. The chat becomes unassigned and returns to the unassigned queue.
Leave Selected Chats
Opens a selection modal where you can choose specific chats to leave from your assigned conversations. This gives you granular control over which chats to unassign yourself from.
Leave All Chats
Removes your assignment from all chats you're currently handling. This affects all chats where you're the assigned agent and moves them back to the unassigned queue.
Transfer + Transfer All
Transfer actions allow you to reassign chats to other online agents in your organization.
Transfer Chat
Opens a modal to select an online agent to take over the current chat. The selected agent will receive the chat in their "My Inbox" and you'll be removed from the assignment.
Transfer Selected Chats
Opens a selection modal where you can choose specific chats to transfer to another agent. This allows you to hand off multiple specific conversations to a single agent at once.
Transfer All Chats
Opens a modal to transfer all your assigned chats to a single selected agent. This is useful when you need to hand off your entire workload at once.
Close + Close All
Close actions remove chats from your current view without affecting their assignment status.
Close Chat
Closes the currently selected chat tab and removes it from your active chat interface. The chat remains assigned to you and can be reopened from the chat list.
Close Selected Chats
Opens a selection modal where you can choose specific chat tabs to close from your active view. This allows you to clean up your workspace by closing multiple specific conversations at once.
Close All Chats
Closes all open chat tabs at once, returning you to the chat list view. All chats remain assigned to you and can be reopened individually.
Mark as Read
Marks the current chat as read and closes it. This changes the chat's status to "SEEN" and removes it from your active view.
Search in Chat
Toggles the search functionality within the current chat, allowing you to search through message history for specific content.