From Bright Pattern Documentation
< 5.19:Agent-guide | Tutorials | Calls
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= How To Warm Transfer in Agent Desktop = | = How To Warm Transfer in Agent Desktop = | ||
| − | + | This tutorial explains how to [https://help.brightpattern.com/draft:Tutorials-for-admins/Configuration/WarmTransferTutorial warm transfer] a customer call from the Agent Desktop to a new number and then leave the call. | |
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# Sign in to the Bright Pattern Agent Desktop.<br> | # Sign in to the Bright Pattern Agent Desktop.<br> | ||
# In the ''[https://help.brightpattern.com/5.3:Agent-guide/UserInterface#User_Status_Indicator.2FSelector User Status Indicator Selector]'', set your status as ''Ready''.<br> | # In the ''[https://help.brightpattern.com/5.3:Agent-guide/UserInterface#User_Status_Indicator.2FSelector User Status Indicator Selector]'', set your status as ''Ready''.<br> | ||
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# When you are satisfied that the customer and transfer agent are connected properly, it is time to leave the call.<br> | # When you are satisfied that the customer and transfer agent are connected properly, it is time to leave the call.<br> | ||
#* Note: You can only leave your own conference when it has three participants.<br> | #* Note: You can only leave your own conference when it has three participants.<br> | ||
| − | # To leave the conference, click the ''Leave'' [[File:Leave-Button-50.png|35px]] button. You will be disconnected while the two remaining parties will carry on with a regular two-way call.<br | + | # To leave the conference, click the ''Leave'' [[File:Leave-Button-50.png|35px]] button. You will be disconnected while the two remaining parties will carry on with a regular two-way call.<br> |
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Latest revision as of 04:00, 29 May 2024
• 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.
- Sign in to the Bright Pattern Agent Desktop.
- In the User Status Indicator Selector, set your status as Ready.
- When you have received a phone call that you wish to transfer, open the Consult, Conference, Blind transfer window.
- Select a recipient or enter the phone number or extension of the party you are transferring the call to in the number field.
- Click on the dropdown menu and select the dial as conference
button. - From here, all parties will be active on the call and all conference participants will be displayed in the Contact Info Panel.
- 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.
- Note: You can only leave your own conference when it has three participants.
- 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.< Previous | Next >
