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Warm Transfer - End User Guide


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In order for Warm Transfer to work, agents must be on a live, conference-based call. The agent cannot be in the middle of another transfer, and the agent must be active (i.e., not on hold.)

Finally, if you're having trouble initiating a Warm Transfer on a project that hasn't been used recently, you may run into an issue with transferring to a TaskQueue that hasn't been used in the last 30 days. Create an inbound Task that routes to that Queue in order to reset it, and try initiating another Warm Transfer.

With warm transfers, agents are able to:

  • Call another agent or a queue for consultation about an ongoing customer call
  • Start a conference call between another agent and a customer
  • Transfer the customer to another agent
An animated diagram of 6 steps involved in a standard warm transfer flow.Rate this page:

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