> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tartini.com.br/llms.txt
> Use this file to discover all available pages before exploring further.

# Transfer, note, and tag conversations

> Pass the conversation to another agent or department, log internal notes, and organize contacts with tags.

export const Artigo = ({titulo, href, children}) => <a className="lista-artigos-item" href={href}>
    <span className="lista-artigos-texto">
      <span className="lista-artigos-nome">{titulo}</span>
      {children ? <span className="lista-artigos-desc">{children}</span> : null}
    </span>
    <svg className="lista-artigos-seta" viewBox="0 0 24 24" width="18" height="18" aria-hidden="true">
      <path d="M9 6l6 6-6 6" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" />
    </svg>
  </a>;

export const Lista = ({titulo, children}) => <div className="lista-artigos">
    {titulo ? <p className="lista-artigos-titulo">{titulo}</p> : null}
    <div className="lista-artigos-itens">{children}</div>
  </div>;

Transferring moves the conversation to whoever should continue the support. Notes and tags keep track of what the team needs to remember about the contact.

<Note>
  Tags depend on a plan with the campaigns feature. Without it, this section doesn't appear.

  The Tartini interface is in Portuguese. Screen and button names appear here exactly as on screen, with the translation in parentheses.
</Note>

***

## Transfer to an agent

By default a new conversation arrives with no agent, under "Não atribuído".

Where to find it: at the top of the conversation, in the header, the arrows icon (tooltip "Transferir conversa"). On mobile: menu > "Transferir".

<Steps>
  <Step title="Open the transfer drawer">Click the arrows icon in the header.</Step>
  <Step title="Choose the Atendente (Agent) tab">Search by name in "Pesquisar atendente".</Step>
  <Step title="Select the person">The list shows each person's presence: online, away, or offline.</Step>
  <Step title="Click Transferir para atendente (Transfer to agent)">Or choose **Nenhum** (None) to remove the current agent.</Step>
</Steps>

<Note>
  Whoever receives the conversation is notified right away: "Nova conversa atribuída a você".
</Note>

***

## Transfer to a department

Where to find it: same drawer, **Setor** (Department) tab.

<Steps>
  <Step title="Open the Setor tab">In the transfer drawer, click **Setor**.</Step>
  <Step title="Search for the department">Type in "Pesquisar setor". The list shows the departments in the conversation's unit.</Step>
  <Step title="Click Transferir para setor (Transfer to department)">The button stays disabled if you choose the current department.</Step>
</Steps>

***

## Log an internal note

By default the conversation has no notes.

Where to find it: details panel > **Detalhes** (Details) tab > **Notas** (Notes) section.

<Steps>
  <Step title="Click Adicionar nota (Add note)">Floating button in the Notas section.</Step>
  <Step title="Write the note">Fill in the "Adicionar uma nota..." field.</Step>
  <Step title="Save">Click **Salvar** (Save).</Step>
</Steps>

<Note>
  Notes logged by the system can't be deleted.
</Note>

***

## Apply a tag to the contact

Where to find it: contact record, **Tags** card.

<Steps>
  <Step title="Open the contact record">From the conversation's details panel, click "Abrir ficha".</Step>
  <Step title="Click Tag">In the Tags card.</Step>
  <Step title="Choose or create">Select an existing tag or type a new name and choose a color.</Step>
</Steps>

<Note>
  Tags are the audience criteria for campaigns. The conversation's details panel shows the contact's tags, but read-only.
</Note>

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Is the agent who receives the conversation notified?">
    Yes, with a notification: "Nova conversa atribuída a você".
  </Accordion>

  <Accordion title="Can I delete any note in the conversation?">
    Notes logged by a person can be edited and deleted; notes logged by the system can't.
  </Accordion>

  <Accordion title="Why don't I see the tags option?">
    Tags depend on a plan with the campaigns feature.
  </Accordion>
</AccordionGroup>

***

## Related articles

<Lista>
  <Artigo titulo="The contact record" href="/en/inbox/ficha-do-contato">Where the contact's tags and notes live.</Artigo>
  <Artigo titulo="Handle a conversation" href="/en/inbox/atenda-uma-conversa">Open, reply, attach files, and take over from Tino.</Artigo>
  <Artigo titulo="Close a conversation and track the satisfaction survey" href="/en/inbox/encerre-uma-conversa">Close it out with the right reason.</Artigo>
  <Artigo titulo="Manage contacts" href="/en/inbox/contatos">Search, edit, and merge duplicate contacts.</Artigo>
</Lista>


## Related topics

- [Configuring the Inbox](/en/primeiros-passos/guias/configurando-o-inbox.md)
- [The contact record](/en/inbox/ficha-do-contato.md)
- [Plans and what each one unlocks](/en/visao-geral/planos-e-recursos.md)