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 warm transfer a customer call from the Agent Desktop to a new number and then leave the call. | + | 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. |
<br><br> | <br><br> | ||
# Sign in to the Bright Pattern Agent Desktop.<br> | # Sign in to the Bright Pattern Agent Desktop.<br> |
Latest revision as of 19:18, 12 August 2021
• 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.