Changing the Requester of a Chat Conversation

The requester of a conversation can be updated even after the chat conversation has been created.

How to Change the Requester

• Open the conversation and navigate to the conversation details on right side view.
• Click the Edit button on Requester Details section.
• Select a new requester from the dropdown list.
• Save the changes.

Once the requester is updated, all future offline email communications and CSAT survey links will be sent to the new requester’s email address.

Permissions Required

Agents must have the Edit Requester permission enabled to change the requester of a conversation.