Overview: Transferring interactions
This article provides an overview of transferring interactions in Edify App.
In Edify App, interaction transfers allow you to send an interaction to any of the following types of destinations:
An Edify user
An external contact
You can initiate an interaction transfer at any time on an active interaction by clicking the Transfer button in the call controls of an interaction.
Transferring is a three-step process:
Choose Transfer Type.
Select a Contact (attended or blind).
Complete the transfer.
Continue reading this article to learn more about the basics of this process.
There are three types of transfer (based on the transfer destination):
Read the subsections below to learn more about each of these transfer destination types.
Transfer to user
You can transfer interactions to other users. All users can receive phone call transfers. However, only queue users can receive messaging, email, or task transfers. When a user is incapable of receiving a transfer, their contact card displays a badge stating "Not Eligible".
Transfer to queue
You can transfer an interaction to any other queue on your organization’s Edify account. Search for a specific Queue by typing the Queue’s name into the Filter Queues field, then click the magnifying glass icon to see the results.
The results include Queue cards with stats to help you make an informed decision about where to transfer the customer. The stats include:
Number of Waiting Interactions
Number of Callbacks
Number of Active Agents
Transfer to contacts
You can transfer voice interactions to an external contact. This process allows you to transfer a caller to a third-party phone number. You can do this by manually entering the external contact’s phone number.
If External Transfer Caller ID Modify is enabled for the queue, you can choose the caller ID that is displayed to the recipient of the transfer from the listed options. See Transfer container in Queues (Edify Console).
The primary difference between an attended transfer and a blind transfer is the handoff process.
An attended transfer includes a handoff process that allows the two users to talk privately. After the handoff process, the transferring queue user can complete the transfer to the other user, or can initiate a conference that allows all parties to communicate and then complete the transfer.
A blind transfer is immediate; there is no hand off process. Once the transferring user completes the blind transfer, the interaction is immediately sent to the destination.
What if a completed transfer to a user isn't accepted?
There are three destinations for a call if a transfer to a User isn’t accepted.
Current Queue - this sends the call back into the queue to be answered by a queue user.
Queue Voicemail - this sends the call to the voicemail for the current queue.
UC Voicemail - this sends the call to the user’s voicemail.