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VCC: How To Perform a Warm Transfer (Consult Transfer) To An Agent
8x8 Support

VCC: How To Perform a Warm Transfer (Consult Transfer) To An Agent

Objective

VCC: How To Perform a Warm Transfer (Consult Transfer) To An Agent

Applies To

Virtual Contact Center 

Procedure

To transfer an active phone interaction to another agent: 

  1. Notify the current caller about the transfer.
  2. While in an active call on line 1, click on line 2 in the Phone Tab. Agent Console automatically places the phone interaction on line 1 on hold.

transfer-consult.PNG

3. Click the Agents tab to see a list of agents currently logged in to Agent Console, with their current status. You can consult an available agent before transferring the call.

4. Click End Post Processing to make your status Available, or click Work Offline if you need more time to complete any post processing tasks. 

 

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