Transfer tickets and schedule messages

Reassign a ticket to another user or queue and schedule messages with date and attachments.

Transferir Ticket

The Transferir Ticket modal lets you reassign ticket handling.

It usually opens from the ticket options menu. In the modal you can:

1. Search for a team usuario (type at least 3 characters).
2. Choose the destination cola (required to confirm).
3. Optionally change the associated WhatsApp connection.
4. Confirm with Transferir.

If you choose a queue without a user, the ticket may stay pending for someone on the team to take it.

You can also change the lead responsable from the drawer Principal tab.

Schedule messages

From the composer

In the lead chat, use the Programar mensaje action (text, file, date…). The scheduled delivery message modal opens.

Fill in:

• Message text (optional if there is an attachment, per validation)
• Send date and time
• Attachment if applicable
• Contact / ticket eligible for sending

Programados tab

In the lead drawer, the Programados tab lists and manages that lead’s scheduled delivery messages.

Scheduled messages depend on the plan allowing scheduling when the company policy applies.