NOTE: This feature is still in BETA and is not available to all clients. If you do not currently have access, you will get a notification when the feature is officially rolled out. If you have questions about access, email email@example.com
How to make a call transfer - Video (58 seconds)
Note: Watch Making Calls in ThruTalk to learn more about how to make calls.
Step 1. Click "Transfer" to access the call transfer options menu.
Step 2. The "Transfer Options" popup window will show your options:
Step 3. The caller is live as soon as the transfer starts so confirm your caller is ready to start speaking, then select the correct option and press "Dial." You will hear a beep to confirm the transfer call is going out.
Step 4. Once connected, your "Conference" pop-up will look like the screenshot below:
Step 5. Once you are sure the call was connected, click the "Leave Conference" button to leave the transfer and continue making calls. We recommend staying on the line for a few seconds before leaving to ensure that the transfer was successful.
Step 6. After leaving the conference, you will be able to select the appropriate term code on the left as you normally would.
Step 7. Then click "Save" to move on to the next call.
That’s it! Thanks for making calls and have fun transferring!