Warm Transfer

WARM transfer your customer

Click Transfer during a call, select an available team member, and speak with your colleague first on an internal call. Once you have briefed them, transfer the customer across. Warm handoff complete. The customer never has to repeat themselves.

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How warm transfer works

  • Click Transfer
  • Select available user
  • Internal call first
  • Transfer to customer

Why warm transfer matters

🤝

Customer Experience

Callers feel heard when the next person already knows their story.

🧠

Context Preservation

Share details privately so nothing important gets lost in the handoff.

👥

Team Collaboration

Align sales, support, and specialists before the customer joins the line.

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Ring devices and users in sequence

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Ring all devices and users at once

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