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Warm transfer: What is it and why is it important?

Warm Transfer allows you to easily transfer callers over to another agent with having the possibility to speak with them first. Learn more about warm transfer.

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What is the difference between a warm transfer and a cold transfer? 

A warm transfer is when someone  gets to speak with a caller before the call is transferred to another agent. It gives the first receiver a quick overview of the situation before transfering the call. This way, the next agent is familiar with what the caller needs, even prior to picking up the phone.

A cold transfer is when a call is done automatically. Without customers having previous interaction with any agent.

Why is a warm transfer better for your business? 

The Warm Transfer allows you to connect with your clients on a more personalized level. It is an additional level of customer care. Instead of automated call waiting, it shows customers that you are here for them.

Therefore, a Warm Transfer adds a personal touch to the service, since agents are familiar with the clients’ specific situation, and they can tend to their needs more efficiently. 

A warm transfer also keeps the conversation flowing and feels much friendlier and more natural than a cold transfer.

By using the feature, agents also provide faster service. Also, a warm transfer can save you precious time that agents would waste on repeating the information.

In turn, it makes customers happy, too, since they also don’t have to additionally repeat their requests.

Ready to use Warm transfer feature?

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How to use a warm transfer with CloudTalk? 

The warm transfer is available for all customers by default. With CloudTalk software, transferring calls is easy and convenient. 

Once you pick up the call in the CloudTalk phone app, navigate to the Transfer button and choose an available agent. If the transferee rep can’t pick up the call, they can transfer it back to the original agent.

Once you pick up the call, the External Warm Transfer feature further allows you to transfer calls outside of your CloudTalk account, to external numbers. 

So, when transferring the call, you talk to the transferee agent first, and then you can decide whether you want to transfer the call.

Transfer calls in no time to internal or external contacts

CloudTalk also allows you to use the warm transfer feature to direct calls to both internal (agent) numbers and external numbers. Once you click on the Transfer button in the CloudTalk phone app interface, you can scroll to find the desired number under the Internal or External number headers, or search for known numbers and contacts directly by typing them into the search bar.

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These features might also be interesting for you

  • Business hours – Define your business hours and decide when you are available for receiving calls. 
  • Call flow designer – Create pre-defined calling scenarios based on your business needs and preferences.
  • Callback – Thanks to the callback feature, there won’t be any unanswered phone calls in your call centre, because CloudTalk will automatically call your customers back.
  • SMS/Text Messages – This feature allows you to send personal messages or general notifications to your customers. It makes your contact center work much more effective. 

Do you want to learn more about the Warm transfer feature?

Please fill in our free trial form below and try CloudTalk today. Do you need help from our experts? Call us at +421 2 212 93 555 or write us an email at