Transfer Calls to External Parties in 8x8 Contact Center

Objective

Transfer a call to an external party from 8x8 Agent Workspace.

Applies To

• 8x8 Contact Center
• Call Transfer

Procedure

8x8 Contact Center allows agents to transfer an active phone call to an external phone number.

1. Announce to the current caller that you are going to transfer them to another telephone number.
2. While in an active call, click on the Transfer button.
   
3. Click on the dial pad to enter the phone number you wish to transfer to and click warm invite.
4. Agent Workspace automatically places the phone interaction on line 1 on hold.
5. Type a telephone number then click Dial.
6. After the second party has answered the phone, tell the second party you are transferring a phone interaction to them, then click Transfer Lines to complete the transfer.
   • Agent Workspace changes your status to Post Processing.
7. To transfer the call before the second party answers the phone, click Transfer.
   • Agent Workspace forwards the call, then changes your status to Post Processing.
     • Note: If the second party does not answer the call, and the second party does not have a voice mailbox, the call eventually times out and is dropped.
8. Click End Post Processing to change your status to Available, or click Work Offline if you need more time to complete any post-processing tasks.
   • Note: for information about your contact center's timeout interval, contact your contact center administrator.