How to use pipeline action: Tenant to Tenant Transfer

Overview

The Tenant to Tenant Transfer Pipeline Action routes chat sessions to another specified tenant. The chat session will be routed to whatever pipeline is set for the 'Primary Tenant Pipeline'.

Example

Description of Example Situation: A company has set up a main tenant where their chats are initially routed. From there the user will make a selection to be transferred to a tenant that has the support/content that they need.

Pipeline Configuration

Tenant ID: Tenant ID of target tenant to transfer guest to

Transfer Message Template: Card sent to the guest when they are transferred to the tenant

Metadata

Metadata is added to the chat session on both tenants (To & From)

• Session.TransferredFrom.SessionId
• Session.TransferredFrom.TenantId
• Session.TransferredFrom.TenantName
• Session.TransferredTo.SessionId
• Session.TransferredTo.TenantId
• Session.TransferredTo.TenantName