Enable Chat Consult Transfer
Chat consult transfer enables the attendant user to send an adaptive card to an internal user when performing a chat consult transfer. This adaptive card has options the user can select to accept or deny a call transfer. When the transfer recipient selects an option on the adaptive card, the status of the call will update on the calls panel. The transfer can be completed from the status area.
- Upload Landis Attendant Bot app in Teams Admin Portal
- Deploy Landis Attendant Bot to users in organization
- Enable option in Landis Attendant Console
Download the Landis Attendant Bot app below. Do not unzip the file.
Browse to Teams admin portal | Teams apps| Manage apps | Upload new app | Select the Landis Attendant Bot file
Verify the status of the app is allowed.
There are two ways to deploy the bot:
Browse to Teams admin portal | Teams apps | Manage apps | Select Landis Attendant Bot | Permissions tab | select Review permissions and consent button | Sign in with admin user | Accept the permissions. This will allow the bot to be automatically deployed to a user when the Attendant console user(s) initiate a chat consult transfer.
Browse to Teams admin portal | Teams apps | Setup policies
Add the Landis Attendant Bot app to an existing policy or create a new policy and assign to users.
Users that have the Landis Attendant Bot app installed will be able to receive the chat consult transfer adaptive cards. If the attendant user tries to initiate a chat consult transfer with a user that does not have the Landis Attendant Bot app installed, an error will appear in the attendant console.
In Landis Attendant console, open settings | Transfer | Call Button Visibility
Under Chat Consult Transfer, select Full.
Recommended: If "Enable Automatic Transfer from Hold" (Settings | Transfer tab) is enabled, the call transfer will automatically be initiated if the transfer recipient selects Accept or Send to Voicemail.