Transfer a Call Using the Queue Control Toolbar

You can transfer the currently selected interaction by using the Transfer button on the Queue Control toolbar.

To transfer a call using the Transfer button:

  1. Inform the caller that he or she is going to be transferred.

  2. On the Queue Control toolbar, click the Transfer button.

Result: The Transfer dialog box appears.

  1. In the Transfer To: text box, type all of part of the recipient’s name or number.

Result: A drop-down list of choices appears.

Tip: If the drop-down list does not contain the recipient you expected, check the search criteria selected in the Options drop-down list and adjust them if necessary.

  1. From the drop-down list, do one of the following:

Result: If the intended recipient is a CIC user, status information for the selected CIC user appears. It shows whether the transfer recipient is logged onto Interaction Client and is able to accept the transferred call. This can help you decide what kind of call transfer to use.

  1. Click the Transfer button or see Transfer Options below.

Result: The transferred call disappears from My Interactions and is routed to the selected recipient.

Result: CIC disregards any forwarding phone number set for this CIC user in Call Coverage options or Set Status Details.

Transfer Options

Related Topics

Call Coverage Options

Set Status Details

Transfer a Call Using the Directory Toolbar

Transfer a Call to a Directory Entry