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How to Transfer a Conversation from the Ambassador Dashboard

Sean O'Dea avatar
Written by Sean O'Dea
Updated this week

As a Student or Staff Ambassador, you can now seamlessly hand over conversations directly from your Ambassador Dashboard, making sure that students always get the right support, quickly and smoothly.

How to Transfer a Conversation

  • Open the conversation you’d like to transfer

  • Click on the three-dot menu in the top-right corner of the conversation window.

  • Select "Transfer Conversation" from the dropdown menu.

  • Choose the type of user you want to transfer the conversation to, based on the nature of the applicant’s enquiry:

    1. University Admin

    2. Staff Ambassador

    3. Student Ambassador (Coming soon)

What Happens Next?

  • An automatic summary of the conversation will be created, so the new recipient has all the context they need, without you having to manually copy/paste or explain

  • The conversation will appear in the inbox of the person you’ve selected, so they can seamlessly pick up the conversation where you left off.

This way, students never feel passed around, just supported every step of the way.

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