Transfer

Settings | Transfer

Transfer Mode on Answer

When a call is answered the specified transfer mode will automatically be selected. This will enable one click transfer.

Place call on hold on begin transfer

If this option is enabled, when a transfer mode is selected the call will immediately be placed on hold.

Call Button Visibility

These settings control what transfer options are available for calls.

Option	Description
Full	Transfer Button will be shown on the current call area.
Minimized	Transfer option will only be available on the "more" menu.
Disabled	Transfer option will not be available.

Call Back Messages

These fields allow customization of the call back reminder chat, call back reminder email, and chat consult transfer messages. Placeholders can be added to the text by selecting a placeholder from the "Add" drop down menu to the right of each text field. AI prompts that have been included as an option for callback reminders will appear in the list of placeholders. All fields can be reset to default by selecting the "Reset to default" button below each field.

AI prompts that have been enabled as an option for callback reminders will appear in the list of placeholders for the chat callback reminder, email callback reminder, and chat consult transfer message templates. When the callback message is generated, the AI response will be included in the message. See AI Prompts

Chat Consult Transfer

Chat consult transfer request message can be customized here. Placeholders can be added to the text by selecting a placeholder from the "Add" drop down menu to the right of the text field. AI prompts that have been included as an option for callback reminders will appear in the list of placeholders. All fields can be reset to default by selecting the "Reset to default" button below each field.

If "Enable Automatic Transfer from Hold" is enabled, the call transfer will automatically be initiated if the transfer recipient selects Accept or Send to Voicemail.

For more information on chat consult transfer see Enable Chat Consult Transfer

Hold Alerts

When the holding time is equal to the configured warning time, a red progress bar will appear on the holding call. When the critical time is reached, a flashing red triangle will also appear on holding call. If the audible alert is enabled, a beep will sound upon reaching the critical time.

Failed Transfer Alerts

If a transfer is unsuccessful, the call will be placed in a holding state. When the holding time is equal to the configured warning time, a red progress bar will appear on the holding call. When the critical time is reached, a flashing red triangle will also appear on holding call. If the audible alert is enabled, an alert will be played upon reaching the critical time.

Advanced

If clear search bar after transfer initiated is enabled, the search field text will automatically be cleared when a transfer is initiated.