Transferring a widget
To transfer a widget to a different account or workspace, follow these steps:
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Navigate to the Widgets Page: Access the Widgets section from your dashboard or main menu.
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Select the Desired Widget: Identify and choose the widget you intend to transfer by clicking on it.
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Access Transfer Options: Click the three-dot menu associated with the selected widget and select "Transfer item" from the dropdown.
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Choose the Target Account: In the dialog box that appears, select the account you wish to transfer the widget to.
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Select or Create a Workspace: Next, choose the desired workspace within the target account. If needed, you can create a new workspace by selecting the "Create new workspace" option.
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Manage Existing Data: You have the option to delete the existing widget data, which will remove all associated information such as conversations and contacts. If you prefer to keep the data, it will be transferred along with the widget to the selected account or workspace.
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Confirm the Transfer: After verifying your selections, click the "Confirm" button to complete the transfer process.
Following these steps ensures a smooth and efficient transfer of your widget to the designated account or workspace.