With VS Connect, you have the option to transfer calls to either an internal or external party. This feature allows you to choose between a warm transfer, where you introduce the parties before leaving the conversation, or a cold transfer, which directly sends the call to another number without introduction. Here’s how you can execute both types of transfers:
Cold Transfer: Transfer Without Introduction
Perform a cold transfer when you need to quickly move the call without interacting further.
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Initiate the Transfer: While on a call in VS Connect, click the Transfer This Call icon.
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Enter the Transfer Details: Type in or select the desired name or number where you want to transfer the call.
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Execute the Transfer: Click Transfer Now.
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Confirmation: After clicking, the call will disconnect and you should see a "Transfer Succeeded" message, confirming the call has been successfully transferred to the specified number.
Warm Transfer: Transfer With Introduction
Choose a warm transfer to briefly connect with the receiving party, introduce the caller, and ensure a smooth handover.
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Initiate the Transfer: While engaged in a call on VS Connect, select the Transfer This Call icon.
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Enter the Transfer Details: Input or select the desired name or number to which you want to transfer the call.
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Connect with the Receiving Party: Click the down-arrow next to the Transfer Now button and select Call First to reach out to the receiver before completing the transfer.
- Complete the Transfer: Once the receiving party is ready, click Transfer Now.
- Both calls will be merged and you will be disconnected. This confirms the transfer was successfully sent to the desired number.
Both methods are efficient in different contexts. A cold transfer is suitable when the receiving party is expecting the call or when a quick handoff is necessary. A warm transfer is beneficial when the receiving party might need context or a personal introduction to the situation. By understanding and using these features, you can enhance the call handling experience and ensure that transfers are conducted as smoothly as possible.