> For the complete documentation index, see [llms.txt](https://documentation.proto.cx/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.proto.cx/docs/modules/inbox/transfers-and-takeovers.md).

# Transfers and takeovers

{% hint style="info" %}
Conversation transfers require the Lite plan or above.
{% endhint %}

{% hint style="warning" %}
Requires the **Transfer and takeover livechats/tickets they manage** permissions.
{% endhint %}

Livechats and tickets are assigned to one person at a time — the **Assignee**. Transferring or taking over a conversation changes the Assignee, which affects notifications, logs, and filters across the platform.

***

## Transfer to a live agent

When you are the current Assignee:

1. Open the conversation in the Inbox.
2. In the message editor, select the transfer icon.
3. Choose **Transfer** to reassign to another permitted live agent, or **Transfer teams** to reassign to a team. [Chat assignment](/docs/settings/teamspaces/chat-assignment.md) rules determine which team member receives it.
4. Select the new **Assignee** or **Team**.
5. Press **Transfer** to complete.

***

## Take over from a live agent

When you are not the current Assignee but have takeover permissions:

1. Open the conversation in the Inbox.
2. Draft your reply in the message editor.
3. Press **Takeover & send** — you become the Assignee and the message is sent in one step.

***

## Transfer back to the AI agent

When the current Assignee sets a livechat's status to **Closed**, the chat automatically returns to the AI agent it came from and the [Chat closed](/docs/modules/ai-agents/workflows-and-actions/chat-closed.md) trigger fires.

***

## Related

{% content-ref url="/pages/3mu8tX3ZAzpI5FU9PJfq" %}
[Chat Assignment](/docs/settings/teamspaces/chat-assignment.md)
{% endcontent-ref %}

{% content-ref url="/pages/aLlL00SsNeVzsBT6G7gY" %}
[Live agent handoff](/docs/modules/ai-agents/workflows-and-actions/live-agent-handoff.md)
{% endcontent-ref %}

{% content-ref url="/pages/rvah6ZvOyA8ja414gax6" %}
[Message editor](/docs/modules/inbox/message-editor.md)
{% endcontent-ref %}


---

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