How to Transfer / Conference 3-Way Call Using the Kixie Dialer for Chrome How to Transfer / Conference 3-Way Call Using the Kixie Dialer for Chrome

How to Transfer / Conference 3-Way Call Using the Kixie Dialer for Chrome

Alex Mann Alex Mann
 
 
 
OPTION 1 - The Direct Transfer Method (transferring/3-way calling only to internal Kixie users) also known as a "Hot Transfer"
 
1. Open up the Directory in Kixie PowerCall, and if an agent is available (blue circle), you can click the blue arrow to initiate a transfer to them. Please note: the agent must appear blue ("Available") in the directory to receive a call transfer. 
 
2. You'll then see a green "Transfer in Progress" banner. You must wait for the transferee to pick up before you hangup; there are no direct transfers to voicemail.
 
 
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OPTION 2 - The Hold Transfer Method (for transferring/3-way calling to non-Kixie phone numbers) also known as a "Cold Transfer"
 
 
 
 
1. Press the "Hold" button. The call will go on hold, and you will see "Held Call 1" appear at the bottom.
 
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2. Then dial the phone number of the person (e.g. +14248003332) you want to transfer to. You must wait for the transferee to pick up, there are no transfers to voicemail.
  • If you cannot reach the first person you want to transfer to, you can hang up and try other extensions/numbers. The customer will remain on hold as you do.

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3. When you have connected with the person you want to transfer to, click on the "Held Call 1" button, which joins (merges) all 3 parties into a conference.
 
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4. Hangup to leave the conference and complete the transfer.