The Direct Transfer Method (transferring/3-way calling only to internal Kixie users) also known as a "Cold Transfer"
- Open the Directory (leftmost tab) in Kixie PowerCall
- Find an available agent to transfer to (indicated by a blue circle next to their name), then click the blue phone icon to initiate a transfer to them.
- You'll then see a green "Transfer in Progress" banner.
- Please note: You must wait for the transferee to pick up before you hangup; blind transfers to voicemail are not currently supported.
- If the agent doesn't pick up after 20 seconds, then you may click the blue phone icon to transfer to a different available agent of your choice.
The Hold Transfer Method (for transferring/3-way calling to non-Kixie phone numbers) also known as a "Warm Transfer"
1. Press the "Hold" button. The caller will be placed on hold, and the hold button will become a play button that will allow you to retrieve the held call if necessary.
2. Open the Directory (leftmost tab) in Kixie PowerCall
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- Find an available agent to transfer to (indicated by a blue circle next to their name), then click the blue phone icon to initiate a transfer to them. Or, you may dial an external phone number. For hold transfers, you're not just limited to clicking the blue phone icon to transfer to available Kixie agents.
- Please note: You must wait for the transferee to pick up before you hangup; blind transfers to voicemail are not currently supported.
- Find an available agent to transfer to (indicated by a blue circle next to their name), then click the blue phone icon to initiate a transfer to them. Or, you may dial an external phone number. For hold transfers, you're not just limited to clicking the blue phone icon to transfer to available Kixie agents.
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- If you cannot reach the first agent/number you wanted to transfer to, you can hang up and try another agent/number until you are successful. The customer will remain on hold as you do.
- If you cannot reach the first agent/number you wanted to transfer to, you can hang up and try another agent/number until you are successful. The customer will remain on hold as you do.
4. Then simply hangup to leave the conference and complete the transfer, or stay on the line for a 3 way call!
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