Consult, and Make Assisted Transfer or Conference

While you have an active call, you can make a consultation call to another person, either to an internal or external number.

When having the two calls, you can join them, or start a three-way conference.

  1. Choose the active call.
  2. Make the internal or external consultation call in one of the following ways. During that call, the first call is on hold.

    Internal:

    1. Enter the search term, such as agent name, in the field Check Availability and click Search.
    2. Select the destination from the result list. Make sure the agent has a suitable capability icon: you can only call a person with the phone icon.
    3. Click the Consult button.

    External, by finding the number in the Directory or History:

    1. Click the Directory or History icon.
    2. Find the person in the Directory or the conversation in the History. You can view the list or the detailed view.
    3. Click the phone number.
    4. Select Call +123456789.
    External, by using the Dial Pad:

    1. Click the Dial Pad icon ().

    2. Enter the phone number in the dial pad either with dial pad keys, or when the focus is in the dial pad, from the computer keyboard.

    3. Click the Call button.
  3. Now you can consult the person you called, or select other functions with the following buttons:
    ButtonFunction
    Join

    A so-called assisted transfer, the original call is transferred to consulted person.
    Conference

    Connet all three participants into a conference.

    During conference the list of participants is displayed. You can remove any of them, and turn the conference to a normal phone call between two participants. You can also mute your own line with the Mute button.
    Hang Up End the consultation call.