From Bright Pattern Documentation
< 5.19:Agent-guide | Tutorials | Calls
(Created page with "<translate> === How To Warm Transfer in Agent Desktop === # Sign in to the Bright Pattern Agent Desktop.<br> # In the [https://help.brightpattern.com/5.3:Agent-guide/UserI...") |
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# When you have received a phone call that you wish to transfer, open the [https://help.brightpattern.com/5.3:Agent-guide/Tutorials/Calls/ConsultationsandTransfers ''Consult, Conference, Blind transfer''] window.<br> | # When you have received a phone call that you wish to transfer, open the [https://help.brightpattern.com/5.3:Agent-guide/Tutorials/Calls/ConsultationsandTransfers ''Consult, Conference, Blind transfer''] window.<br> | ||
# Select a recipient or enter the phone number or extension of the party you are transferring the call to in the number field.<br> | # Select a recipient or enter the phone number or extension of the party you are transferring the call to in the number field.<br> | ||
| − | # Click on the dropdown menu and select the ''dial as conference'' [[File:Consult-Call-Button-53.PNG|35px]] button. | + | # Click on the dropdown menu and select the ''dial as conference'' [[File:Consult-Call-Button-53.PNG|35px]] button.<br> |
# From here, all parties will be active on the call and all conference participants will be displayed in the [https://help.brightpattern.com/5.3:Agent-guide/UserInterface#Contact_Info_Panel ''Contact Info Panel’’].<br> | # From here, all parties will be active on the call and all conference participants will be displayed in the [https://help.brightpattern.com/5.3:Agent-guide/UserInterface#Contact_Info_Panel ''Contact Info Panel’’].<br> | ||
# 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> | ||
Revision as of 16:42, 9 August 2021
• 5.19 • 5.8
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How To Warm Transfer in Agent Desktop
- 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.
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