Hi
The Key Thing: The "Conversation transfers" trigger actually fires for the receiving agent (the one accepting the transfer), not the agent who initiates the transfer. So when you transfer a conversation to a queue, the Knowledge article, Canned response, or Script should appear for whoever picks up that conversation from the queue.
Here are a few things to check:
Receiving agent setup - The agent accepting the transferred conversation needs to have Agent Copilot enabled with proper permissions and the Agent Copilot Agent Role
Queue configuration - Both the originating and destination queues should have the same Agent Copilot configuration assigned
Script assignment - If you're using Scripts, make sure the script is assigned to the destination queue (scripts are limited to the agent's assigned queue)
Save your config - Confirm you clicked "Save Copilot" after creating the rule
Testing tip: When you test this, make sure you're looking at the Agent Copilot panel on the receiving side after accepting the transferred conversation, not on the transferring agent's side.
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Josh Coyle
Senior Professional Services Consultant
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Original Message:
Sent: 05-08-2026 11:44
From: Francis Guo
Subject: Question of My Agent Copilots Rules Engine "Conversation transferred" setting failure
When I tried to define the Rules Engine "Conversation transferred". I tried the Knowledge article, Canned response and Script individually, but when I tested to transfer the Conversation t the queue, Knowledge article, Canned response and Script all not triggered. Did I missed anything in my testing?
#Scripts
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Francis Guo
NA
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