Transfer Conversation: Assisted Transfer
An assisted transfer is a transfer to an external number or contact during which you get to talk to the person you're transferring the call to before selecting whether you want to complete the transfer.
This is how you make an assisted transfer:
- Click on Transfer Conversation and select Assisted Transfer.
- Enter a phone number or search for a contact.
- Click on Assisted Transfer to initiate the transfer by calling the number or person selected.
- Once connected, you can complete the transfer by pressing Step Out, or you can take the call back by clicking Take Back.
Click on Transfer Conversation and select Assisted Transfer.
Enter a number or search for contact.
Step out (leave and complete transfer) or take it back