How to Make a Consultation Call

Bright Pattern Documentation

Generated: 11/26/2021 11:39 pm
Content is available under license unless otherwise noted.

How to Hold and Retrieve a Call

You can place an active call temporarily on hold in order to do some work related to this call without releasing it.

There are two ways to do that:


The Active Communications List will continue to display the call on hold as an active call. The Held status of this call will be indicated by the hold icon Pause-Icon-50.png. The Hold button will change its appearance to Retrieve Retrieve-Button-50.png.


Hold button


There are two ways to retrieve the call from hold and continue the conversation:



How to Make an Internal Call

Internal calls are calls you make to other agents and supervisors of your call center, as well as other employees that may be connected to your phone system.

Follow these steps to make an internal call.

  1. In the Number Input Field, enter the extension number of the party you would like to call. To enter the number, you can use either the numeric keys of your keyboard or the Dial Pad tab Dial-Pad-Tab-Icon-50.png. Note that you can also use the Recent Contacts, Directory, and Favorites to make calls to known internal contacts. In addition, you can click the click-to-call icon AD-Click-to-Call-50.png that appears next to contacts in your directory upon mousing over the contact's name.
  2. If the internal call you are making is associated with a particular service that you provide, click the drop-down menu below the Number Input Field, and select the desired service. Otherwise, choose None.
  3. Click the Initiate call button Initiate-Call-Button-50.png.


Number input field, Service selector, and Initiate call button


If the called party is available, you will hear the ring back tone in your headset, and you will see a blinking outgoing call icon Outgoing-Call-Icon-50.png in the Active Communications List. When the called party answers, the outgoing call icon will stop blinking, indicating that the call is now established.


Note: Depending on your previous actions, instead of the Initiate call button Initiate-Call-Button-50.png, you may see the Initiate single-step conference button Initiate-Conference-Call-50.png. This button is used to set up a conference with another active call on your desktop. In absence of another active call, this button can be used in the same way as the Initiate call button.






How to Hold and Retrieve a Call

You can place an active call temporarily on hold in order to do some work related to this call without releasing it.

There are two ways to do that:


The Active Communications List will continue to display the call on hold as an active call. The Held status of this call will be indicated by the hold icon Pause-Icon-50.png. The Hold button will change its appearance to Retrieve Retrieve-Button-50.png.


Hold button


There are two ways to retrieve the call from hold and continue the conversation: