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Virtual Office Desktop: How To Transfer Calls
8x8 Support

Virtual Office Desktop: How To Transfer Calls

Objective

To transfer calls from the desktop application.

Applies To

  • Virtual Office Desktop (v 6.0+)

Procedure

Warm Transfer

  1. While on a call, click the More  icon to open a menu.
  2. From the menu that pops up, select Transfer to bring up your contact directory. Then:

    • For contacts with one phone number: Hover over the desired contact to transfer to, and click the Warm Transfer  icon to put the original call on hold, and speak with the desired contact.
    • For contacts with multiple phone numbers: Click the desired contact to view their list of phone numbers. Hover over the desired number, and click the Warm Transfer  icon to put the original call on hold, and speak with the desired contact.
Note: If you try to transfer while managing two calls, the Warm Transfer  icon does not show up as a transfer option; you can only use direct transfer or transfer to voicemail. The option to use warm transfer is available if you are managing one call.
  1. Once the contact is notified, click the Direct Transfer  icon above the main call screen to transfer. The call and the contact are disconnected from you, and the call is transferred.

Blind Transfer

Call Screen

  1. While on a call, click the More  icon to open a menu.
  2. From the menu that pops up, select Transfer to bring up your contact directory. Then:
    • For contacts with one phone number: Hover over the desired contact to transfer to, and click the Direct Transfer  icon to put the original call on hold and transfer.
    • For contacts with multiple phone numbers: Click the desired contact to view their list of phone numbers. Hover over the desired number, and click the Direct Transfer  icon to put the original call on hold and transfer.
    The call is disconnected from you, and transferred.

Contact Search

  1. While on a call, click the More  icon to open a menu.
  2. From the menu that pops up, select Hold to place the other party on hold.
  3. Click Search in the header to bring up a search box you can use to find specific contacts.
  4. In the search box, begin typing the name of the person to transfer to. As you type, your search results narrow down.
  5. Next to the desired contact, click the Direct Transfer  icon to transfer. The call is disconnected from you, and transferred.

Voicemail

  1. While on a call, click the More  icon to open a menu.
  2. From the menu that pops up, select Transfer to bring up your contact directory. Then:
    • For contacts with one phone number: Hover over the desired contact to transfer to, and click the Voicemail  icon to transfer the call to voicemail.
    • For contacts with multiple phone numbers: Click the desired contact to view their list of phone numbers. Hover over the desired number, and click the Voicemail  icon to transfer the call to voicemail.
  3. The call is disconnected from you, and transferred. The contact you selected for the transfer receives a voicemail without hearing their phone ring.

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