Transfer calls to a coworker from softphone (Edify App)

Edify App > Softphone > Transfer calls to a coworker from softphone (Edify App)

This article explains how to transfer calls to a coworker from softphone in Edify App.

In this article

Overview

When on a call through the softphone, you’ll start the transfer process by opening the Transfer (A) menu and selecting ‘Custom’. From there, there are three ways that you can transfer calls to a coworker. They are:

  • Attended transfer: Complete an attended transfer if you want to warmly hand off the caller to your coworker.

  • Attended conference transfer: Complete an attended transfer and then bring all the callers together into one conference conversation. Read Conference a person into a call for more details.

  • Blind transfer: Complete a blind transfer if you want to send the caller directly to your coworker.

  • Voicemail transfer: Send the call to your coworker’s voicemail so that they can leave them a voicemail message.

Attended transfer to a coworker

  1. While on an active call through the softphone, open the transfer menu.

  2. Select Custom.

  3. Initiating the attended transfer:

      1. Find your coworker by typing into the Number or Contact field or looking them up with the Address Book.

      2. Once you find your coworker, click the Add+ button.

      3. Notice the system instantly places the caller on hold and starts calling your coworker.

      4. Wait for your coworker to answer.

  4. Completing the attended transfer:

      1. Once they answer the attended transfer, you’ll be connected and you can speak to your coworker while the other caller is on hold.

      2. When you’re ready for the hand off, click the Transfer button to complete the attended transfer.

      3. Notice the call ends for you and the softphone workspace closes.

Blind transfer to coworker

  1. While on an active call through the softphone, open the transfer menu.

  2. Select Custom.

  3. Find your coworker by typing into the Number or Contact field or looking them up with the Address Book.

  4. Once you find your coworker, click the Completed Transfer button.

  5. Notice the system instantly starts transferring the caller to your coworker.

  6. Notice your softphone call ends and the softphone workspace closes.

Send call to coworker's voicemail

  1. While on an active call through the softphone, open the transfer menu.

  2. Select Custom.

  3. Find your coworker by typing into the Number or Contact field or looking them up with the Address Book.

  4. Once you find your coworker, click the Voicemail button.

  5. Notice the system instantly starts transferring the caller to your coworker’s voicemail.

  6. Notice your softphone call ends and the softphone workspace closes.