CLIENT HANDOVER / 30 SECONDS

Hand over client agents with context

Name: Hand over client agents with context
Uploaded: 2026-10-22T00:00:00+02:00
Duration: PT29.65S
Description: An OPAYA handover scenario: three agents change owner with their context and notes, while the outgoing operator's credential access is reviewed separately.

Transfer the context. Review the access.

Scenario film / 30 seconds. Illustrative workflow; availability depends on your version and plan. Story details

IN THIS STORY

Transfer the context. Review the access.

An operator is leaving and three agents need a new owner. The story follows their context and operational notes into a handover, alongside a separate change to credential access. The next operator gets a record of how the agents were configured instead of having to reconstruct the setup.

For your own setup

Before a real handover, verify credentials, ownership, schedules and account access in every connected service. Do not assume moving an agent automatically revokes a person's access elsewhere.

Manage agents for clients and teams

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