• 5.19 • 5.8

How To Warm Transfer in Agent Desktop

This tutorial explains how to warm transfer a customer call from the Agent Desktop to a new number and then leave the call.

1. Sign in to the Bright Pattern Agent Desktop.
   
2. In the User Status Indicator Selector, set your status as Ready.
   
3. When you have received a phone call that you wish to transfer, open the Consult, Conference, Blind transfer window.
   
4. Select a recipient or enter the phone number or extension of the party you are transferring the call to in the number field.
   
5. Click on the dropdown menu and select the dial as conference button.
   
6. From here, all parties will be active on the call and all conference participants will be displayed in the Contact Info Panel.
   
7. When you are satisfied that the customer and transfer agent are connected properly, it is time to leave the call.
   
   • Note: You can only leave your own conference when it has three participants.
     
8. To leave the conference, click the Leave button. You will be disconnected while the two remaining parties will carry on with a regular two-way call.
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