Taking Over/ Transferring Ownership

Taking Over a Collaborative Conversation (Acquiring Ownership)

Certain roles have the ability to take over a collaborative conversation, effectively becoming the primary handler. This action grants them the responsibilities and privileges associated with that role, such as the ability to end the conversation.

• The Process:

  • Navigate to the top right section and click the avatar button.

    
  • A pop-up screen will appear. Your name will appear in the "Available for Follow-Up" list. Click on "Follow Up" to take over the conversation.

    
  • A pop-up will appear to confirm your settings. Click "Confirm" to fully take over the conversation.

    
  • After clicking the button, you will become the primary handler of the conversation. A system message will appear in the conversation to confirm this.

    
• What Happens:

  • The user initiating the takeover becomes the new primary handler.

  • The original primary handler is automatically transitioned to the role of a collaborator within the conversation.

  • An event message appears in the conversation (e.g., "Daphne took over the conversation").

  • The original handler receives a real-time notification of the takeover.

Transferring a Collaborative Conversation (Assigning Ownership)

The act of transferring a conversation is distinct from taking it over. Transferring involves the current primary handler assigning their role and responsibilities to another collaborator.

• Who Can Transfer: Only the current primary handler has the authority to transfer a collaborative conversation.

• Who Can Receive a Transfer: The conversation can only be transferred to another existing collaborator within the same conversation. You cannot transfer it to someone not already participating.

• The Process:

  • Navigate to the top right section and click the avatar button.

    
  • A pop-up screen will appear. The list of the collaborators will appear for you to transfer the conversation to as the primary handler.

    
  • Select the member to whom you want to transfer the conversation to, and a pop-up message will appear so you can confirm your settings. Click "Confirm" to transfer the conversation.

    
  • You will see an event message appear on the conversation.

    
• What Happens:

  • The selected collaborator becomes the new primary handler.

  • The original primary handler becomes a regular collaborator in the conversation.

  • An event message appears in the conversation indicating the transfer and the new primary handler (e.g., "Daphne took over the conversation").

  • The recipient of the transfer receives a real-time notification.

Key Differences Explained:

• Taking Over: This is initiated by a user with the necessary role and does not require the current primary handler's action. It's more of an acquisition of ownership.

• Transferring: This is initiated by the current primary handler to specifically assign their role to another collaborator. It's a direct handoff.