Unattended Transfer

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

Step 2: Click on the Transfer button from the phone panel 

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

Step 4: Click the “Transfer Now” Button.


Attended Transfer

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

Step 2:  Click on the Transfer button from the phone panel

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

Step 4: Click the “Call First” Button.

Step 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.