Perform a blind transfer on an interaction (Edify App)

Edify App > Queue > Interactions > Perform a blind transfer on an interaction (Edify App)

This article explains how to perform a blind transfer on an interaction in Edify App.

There are three overarching types of blind transfers you can perform:

  • Blind transfers to users

  • Blind transfers to queues

  • Blind transfers to contacts

This article provides steps for each of the possible ways you can make a blind transfer.

In this article

Blind transfers to users

Perform a blind transfer to a user in queue

1. From an active interaction, click the transfer button.

2. Click the Users button.

3. Search or scroll to the user you want to transfer to.

4. Click the user entry.

5. Click the blue Complete button.

6. Notice the interaction disappears from your screen as it has been sent to the new user for them to manage.

Perform a blind transfer to a user's voicemail

1. From an active interaction, click the transfer button.

2. Click the Users button.

3. Search or scroll to the user you want to transfer to.

4. Click the user entry.

5. Open the user entry menu.

6. Select the user's voicemail from the menu.

7. Click the blue Complete button.

8. Notice the interaction disappears from your workspace.

Perform a blind transfer to a user's mobile number

1. From an active interaction, click the transfer button.

2. Click the Users button.

3. Search or scroll to the user you want to transfer to.

4. Click the user entry.

5. Open the user entry menu.

6. Select the user's mobile number from the menu.

7. Click the blue Complete button.

8. Notice the interaction disappears from your workspace.

Perform a blind transfer to a user's forwarding number

1. From an active interaction, click the transfer button.

2. Click the Users button.

3. Search or scroll to the user you want to transfer to.

4. Click the user entry.

5. Open the user entry menu.

6. Select the user's forwarding number from the menu.

7. Click the blue Complete button.

8. Notice the interaction disappears from your workspace.

Blind transfers to a queue

The above clip shows this process from the perspective of a messaging interaction, which is the same process for voice.

1. From an active interaction, click the transfer button.

2. Click the Queues button.

3. Search or scroll to the queue you want to transfer to.

4. Click the queue entry.

5. Click the Complete button.

6. Notice the interaction disappears from your screen as it has been sent to the new queue to be managed by another queue user.

Blind transfers to an external contact

1. From an active interaction, click the transfer button.

2. Click the Contacts button.

3. Search or scroll to the contact you want to transfer to or click into the contact Phone Number field and enter the desired phone number.

4. Click the call out button.

5. Click the Complete button.

6. Notice the interaction disappears from your screen as it has been sent to the external contact to be managed by the receiving party.