Transfer calls to web, phone, and SIP - no personal phone number required

Edited

You can now transfer calls to teammates who don't have a personal phone number.

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How to use this?

  1. Make a regular call from web (outbound or inbound)

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  1. Click on warm transfer (or blind transfer)

  2. Choose the staff member you want to transfer the call to. Device types they can receive the transferred call on are shown.

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  1. Click on Hold & Call

  2. The staff member receiving the transferred call can also see that it's a transferred call (if receiving the call on web)

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  1. They click on Answer

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  1. The warm transfer can be executed as usual

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Key points:

  • Works for both warm and blind transfers

  • Works for both outbound and inbound calls

  • Re-transferring a call (transferring a call that was already transferred to you) isn't supported yet

  • Transfers ring every device the staff member has set under "Forward calls to" at the same time: Web App, Phone, and SIP desk phone

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  • Teammates with no device configured are hidden from the transfer list

How to start using this via Labs?

  1. Go to agency settings > Labs > Sub-Account

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  1. Find "Transfer calls to any device a teammate uses" and click on "Activate Feature"

  2. Select the sub-accounts you want, then use Bulk Actions > Enable Access

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  1. Click save

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