NOTE: If you do not currently have access to this feature and wish to use Transfers, or if you have questions about access, email email@example.com. If the admin console service page currently does not include a transfer button it means access needs to be requested.
Our "Transfers" feature allows your calling program to connect your targets outwards to other entities such as their local representative's office. To do so, we must create a phonebook of options for your callers to transfer your targets.
Learn more about the 'Transfers" process by visiting our information for administrators here, or viewing the training video for callers here.
Use the "Transfers" button in the "Service Settings" section of your admin console to access the "Update Patch-Through (Transfer) Settings" page where you can provide us with the key information for building the phonebook for transferring calls.
The transfer button on the service page:
The Update Patch-Through (Transfer) Settings page:
Indicate whether we are replacing all existing options with a new phonebook, adding to current options or removing from current options.
Provide the following for each number to be added to your phonebook:
- Name - A name to reference the number to be called; this will be the selection visible to the calling agents. The name can only include alphanumeric characters. Example: Representative Pelosi
- Number - The number to be dialed; the number to which we will connect the person we called in order to complete the transfer. 10 digits, no spaces.