Update Date: August 2023

Created By: Marizane Brummer


Unattended Transfer

1. Make a call/answer an incoming call within the Agent Workspace.

2. Click on the Transfer button from the phone panel.

3. Add the number to whom the transfer will be going.

4. Click the Transfer Now button.


Attended Transfer

1. Make a call/answer an incoming call within the agent workspace.

2. Click on the Transfer button from the phone panel.

3. Add the number to whom the transfer will be going.

4. Click the Call First Button.

5. Once the receiver confirms they can take the call, Click the Transfer Icon or the Close icon if the receiver can not take the call.