- Transfer the call right away
- Talk to your colleague first
To transfer the call right away
If you want to transfer the call right away without speaking to your colleague first, choose the Transfer now option. You can then select an Agent, a Team or type in an external number. They will then receive the call and can accept or reject the transfer. Once the call has been accepted, it will be dropped on your end.
To talk to your colleague first: Warm Transfer
The Warm Transfer feature allows for a smoother communication flow. You can take advantage of the warm transfer to give context to your teammate before transferring the call. If you choose this option, you can go back and forth between a teammate and the client as many times as needed before transferring the call completely. Once you hit the green transfer button, your call with the client ends.