Speak to someone before transferring a call
D13 · Desktop · 55 seconds
Attended transfer requires the relevant premium features and support from your phone service. This example uses an automated test extension for the consultation call.
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Steps
- During a connected call, select Attended transfer, the button with two rising arrows.
- Enter the recipient’s number and select the green call button.
- Check that the original caller is On Hold and the consultation call is Connected.
- Speak to the recipient and confirm they are ready to take the call.
- Select Attended transfer on the connected call’s card. Both calls clear from your app after completion.
Transcript
Attended transfer lets you speak to the recipient before joining them to your caller. It needs the relevant premium features and support from your phone service.
With the first call connected, select Attended transfer: the button with two rising arrows.
Enter the recipient’s number and select the green call button. This starts a separate consultation call.
The original caller is now on hold, and the second call shows Connected. This example uses an automated test extension. In a normal conversation, explain who’s calling and check that the recipient is ready.
When you’re ready, select Attended transfer on the connected call’s card.
Both calls clear from Windows. Our original caller stays connected to the destination, completing the transfer.
Back to the desktop tutorial series.