🧭 Step 1: Open the Message Thread
Navigate to the customer’s message thread.
🤖 Step 2: Click the AI Button
Click the AI button within the call report bubble.
📤 Step 3: Forward the Shop Handoff
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Click the Forward button
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Choose how you want to send the handoff:
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Text Message
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Email Message
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⚙️ Step 4: Set Handoff Details
Before sending, select:
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The priority level of the handoff
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The staff member the handoff should be assigned to
✅ Step 5: Send
Click Send to deliver the shop handoff.
🎉 Result
The shop handoff is successfully sent and assigned, ensuring the right team member can follow up promptly.