Route calls to Mobile, Web, or SIP without a personal number

Edited

You can now transfer calls from the mobile app to staff members who don't have a personal phone number.

How to use this?

  1. Make a regular call from the mobile app (outbound or inbound)

  2. During the active call, tap the transfer icon in the top right corner

  3. Go to the Staff Members tab and select the staff member you want to transfer to. The device types they can receive the call on are shown next to their name

  4. Tap Call and Hold for a warm transfer, or Transfer and End for a blind transfer

  5. The staff member receiving the call can see it's a transferred call, along with who transferred it. On iOS, the incoming call banner shows the contact name followed by "via" and the transferring staff member's name. On Android, the incoming call screen shows "Transferred call from [employee name]"

  6. They tap Answer

  7. From there, the warm transfer continues as usual

Key points

  • Works for both warm and blind transfers

  • Works for both outbound and inbound calls

  • The mobile app now works as both transfer source and destination

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

  • Staff members with no device configured appear as disabled in the transfer list

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