Transfer a call to a colleague

📍 Where to find it: (during or before picking up) Floating call card → Transfer button → choose an agent

You can hand a call over to a colleague, either during the call or even before picking up (redirect the incoming call to the right person).

How it works

The transfer sends the call to a specific agent: it rings only on their screen and disappears from everyone else's. If you transfer during a call, you leave the conversation once your colleague has been briefed. Only agents currently "Online" (other than you) appear in the transfer list.

Step by step

1. On the call card (active call or ringing call), click "Transfer".
2. Choose the agent from the list of online colleagues.
3. The call starts ringing on their end; they pick up to take over.
4. You then leave the call automatically.

Good to know

• You can redirect an incoming call WITHOUT picking it up: use "Transfer" directly on the ringing card.
• If no colleague is online, the transfer list is empty: ask an agent to set themselves "Online".
• Transferring an OUTBOUND call (one you started) may not show up for the targeted colleague: best used for incoming calls and widget calls.