If an ongoing call between a user and an agent needs to be transferred to a specified department or agent, the current agent may transfer the call to the specified agent or telephone skill group.
Direct Transfer to Skill Group
The current agent clicks Transfer to Skill Group, selects the skill group to which the call is to be transferred, and then clicks START TRANSFER. The current agent can see whether the target skill group has free agents before starting the transfer.
After starting the transfer, the current agent hangs up the phone, and the user hears the on-hold prompt while waiting for the target skill group agent to answer. When an agent from the target skill group picks up the phone, the call is successfully transferred.
Direct Transfer to Agent
The current agent clicks Transfer to Skill Group, searches for the agent to which the call is to be transferred, selects the target agent, and clicks START TRANSFER. The current agent can see the status of the target agent before starting the transfer. After starting the transfer, the current agent hangs up the phone, and the user hears the on-hold prompt while waiting for the target skill group agent to answer. When the target agent picks up the phone, the call is successfully transferred.
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