Warm Transfer allows you to easily transfer callers over to another agents with having the possibility to speak with them first.
Talk to transferee first
Warm Transfer allows you to speak with the transferee before call is transferred. That gives the first agent a possibility to explain the situation and provide a quick overview so the next again is acquainted with the nature of the call and can provide faster and more personalized service.
Transferring back and forth
Transferring calls is super easy. Once you pick up the call in CloudTalk phone app, navigate to the Transfer button and choose from the available agents. While the call is being transferred, the caller will listen to waiting music. If the transferee agent doesn’t want to pick up the call, she can transfer it back to the original agent as well.
How to setup warm transfer
Warm transfer is turned on for all customers by default.