Help Center/ Cognitive Engagement Center/ User Guide/ Agent Guide/ Processing Video Businesses/ Transferring Calls
Updated on 2023-09-20 GMT+08:00
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Transferring Calls

Context

A call can be transferred to an external number, another agent, a skill queue, or an IVR. After an incoming call is transferred, the call-related information is also transferred.

The following table describes the transfer types for transferring a call to a skill queue or another agent.

Table 1 Call transfer types

Transfer Type

Description

Success Transfer

After an agent transfers a call, the agent releases the call only after the transferred-to agent answers the call. Otherwise, the system displays a message indicating that the transfer fails and the agent continues to talk with the customer.

Release Transfer

After an agent transfers a call, the agent releases the call immediately, regardless of whether the transferred-to agent answers the call. However, if an agent transfers the call to a skill queue, the agent releases the call only after the transfer is successful.

Conversation Transfer

After an agent transfers a call and the transferred-to agent answers the call, the agent proactively releases the call.

Hang-up Transfer

After an agent transfers a call to an automatic flow, the agent is in waiting state. After processing the call, the automatic flow transfers the call back to the agent.

A transfer diagram element cannot be configured in the IVR flow to further transfer the call to another device.

Procedure

After answering an inbound call, the agent finds that the call needs to be transferred.

  1. Click on the connection bar.

  2. Click the tab corresponding to the transferred-to object.
    • Skill Queue

    • Agent

    • External Number

      • Release Transfer is supported for inbound calls but not outbound calls.
      • During a call between an agent and customer 1, if the agent transfers the call to customer 2 in Conversation Transfer mode and then customer 1 hangs up, the agent cannot further transfer the call to an external number.
      • During a call between an agent and customer 1, if the agent transfers the call to customer 2 in Conversation Transfer mode and then customer 2 hangs up, the agent cannot further transfer the call to an external number.
    • IVR

  3. Select an idle agent, skill queue, or IVR or enter an external number, and then click OK.

After the transfer, the current agent enters the Idle state.