There are two types of transfer in Talkdesk: blind and warm. To learn more about the difference between these two types of transfer, please check this article.
In the Conversations app, a warm transfer is called a Consultation.
Once you've decided the type of transfer you want to use, you need to choose the destination from the different options available in each application.
IMPORTANT: On February 21, 2022, we announced the End of Life of the Main Dialer (sometimes also referred to as “Keypad”).
Conversations is replacing the Main Dialer. The Main Dialer features previously described in this article are now available in Conversations.
Jump to Conversations documentation.
Access Talkdesk Agent Workspace documentation here.
Call Transfer Options in Conversations
With Conversations, you can blind transfer calls or consult other agents, ring groups, and external numbers (the Consultation option is equivalent to a warm transfer). Learn more here.
Call Transfer Options in Callbar
To learn how to transfer a call to an agent, ring group, or external phone in Callbar, please follow the instructions in the article Using Callbar.