SAC 360 - Restricting Visibility When Transferring Service

Ensuring organized and efficient service is essential for any customer support team. In many systems, cases initially appear visible to all agents, but in some situations, it is necessary to restrict access to a single professional.

In this tutorial, you will learn how to set up an automation that, when transferring a case, restricts visibility only to the agent who received it.

Check out the step-by-step instructions in the video below: