Transferring a call to a different agent (cold transfer)

Transferring a call to a different agent (cold transfer)

Performing a blind cold transfer to another agent in the system is extremely simple using ChaseData Agent Application.


First, you have to make sure you are connected to a call. Then click on the "Transfer Call" button at the top on the call option menu.



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You also have the ability to transfer the call from the dialpad as well:




Once you've clicked the transfer call button, a transfer window will pop up. You will have to choose the agent you would like to transfer to from the Direct Transfer Tab and leave any transfer comments to help with that agent accepting the call.




The receiving agent will get a notification on their screen reguardless of the status they are in that looks like this.


The receiving agent can choose to accept the call or decline it. If the agent accepts the call the sending agent will have the contact removed from their workspace and resume their workload. If the receiving agent declines the transfer the sending agent will get a notification with any reason for declining if input.



                                                                                                                                                                                                                                     


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