Call Transfer

Learn how to easily transfer phone calls to another colleague or department within your organisation using these simple step-by-step instructions.

Table of Contents

The Call Transfer feature allows you to redirect an call to another person or number. 

There are two main types of call transfers:

  • Attended Transfer - You speak to the new recipient before transferring the call to ensure they are ready to take over.
  • Blind Transfer - The call is transferred directly without prior communication with the new recipient. This feature is commonly used to connect the caller to the appropriate department, colleague, or manager.

To initiate a call transfer whilst on a call:

  1. Click the Transfer icon
  2. A window will popup with a search field at the top and your contacts split into 
    1. History - Last 100 calls that you have received 
    2. Users - All Agilico Connect Users in your organisation
    3. Organisation - A list of contacts that your administrator has added for your organisation.
    4. Personal - A list of contacts that you have added to your Agilico Connect account
  3. You can either browse your contacts or alternatively:
    1. Type the contacts name or partial name for Jane Doe 
      1. Jane - would return Jane Doe and any other contacts either called Jane or including the letters e.g. Marjane
      2. Doe - would return Jane Doe and any other contacts that include Doe e.g. Doel or Rodoe

As you type the name you will notice that the number on each tab changes this represents the number of contacts in each section e.g. Organisation that match your criteria.

Once you find the contact you can click the Blind or Attended button

b. Type the contacts phone number in full 07123456788 

Then click the Blind or Attended button

c. Type part of the contacts phone number 

If you know the number is in either the History, Organisation or Personal address books, for 07123456789

i. 071 - the start of the number would return any contacts that either start with or include these numbers e.g. 07113456758 or 07795210713

ii. 789 - the end of the number would return any contact that includes these numbers e.g. 07786789956, 01234786789 

Then click the Blind or Attended button

 

Attended Transfer

Once you have selected a contact and clicked the Attended Transfer button you will be taken back to the main calls page, you will see the active contact you are transferring to in green, and the caller you are transferring is on hold.  

To complete the transfer press the transfer icon if the active contact is not available then you can hang up by pressing the End Call button  

You now have the option to take the call off hold by pressingenabling you to speak to the caller or transfer the call to another contact by pressing the transfer button.