Transfer voice interactions

AI-generated summary

Genesys Cloud provides comprehensive call transfer and agent interface capabilities designed to manage interactions across agents, queues, and external contacts with granular control and safety mechanisms. The platform supports two primary transfer methods: blind transfers that route calls directly to recipients without preliminary communication, and consult transfers that enable agents to speak with intended recipients before completing the transfer. Both transfer types are supported by dynamic search functionality that displays real-time matches as agents type, with filtering options across users, queues, and external contacts, and includes agent skills information such as language proficiency in search results. Queue transfers preserve the original call's priority and skills-based routing information, with agents able to view available agent counts and estimated wait times before completing transfers. For recipients with multiple phone numbers, users can select specific numbers through a "More" option. Consult transfers support up to three parties with one consult per call, operating through a tabbed interface with separate controls for managing both the original call and consultation conversation. During consultation, agents can place either party on hold, mute the microphone, use a dialpad for numeric entry, resume conversations, convert to ACD conferences, disconnect from the consulted party, or complete the transfer. The system includes critical safeguards requiring transfers to be completed with a recipient selected from the results list to prevent call loss. Additional capabilities include microphone control through unmute functionality, secure pause session management with start and end options, hold and resume functionality, dialpad access, mute controls, and agent disconnect options during transfers. Implementation requires a selected phone and specific permission assignments across conversation, routing, and communication categories for each transfer type and recipient category. The platform includes a feedback mechanism allowing users to report issues such as inaccurate information, outdated content, or navigation difficulties, with options to specify user role including Agent, Administrator, Developer/Engineer, Partner, Supervisor, or Support. Related documentation covers agent interactions, workspace navigation, voice interaction timing, transfer permissions, queue-based calling, external contact management, and general voice interaction workflows.

PrerequisitesClick to expand

A selected phone

The following permissions:

To add a call: Conversation > Call > Add
To go onqueue: Routing > Agent > OnQueue
To join a queue: Routing > Queue > Join
To search for a queue: Routing > Queue > Search
To view a queue: Routing > Queue > View
To perform a blind transfer: Conversation > Communication > blindTransfer
To perform a blind transfer to another agent: Conversation > Communication > blindTransferAgent
To perform a blind transfer to an External Contact: Conversation > Communication > blindTransferExternalContact
To perform a blind transfer to a queue: Conversation > Communication > blindTransferQueue
To perform a consult transfer: Conversation > Communication > consultTransfer
To perform a consult transfer to another agent: Conversation > Communication > consultTransferAgent
To perform a consult transfer to an External Contact: Conversation > Communication > consultTransferExternalContact
To perform a consult transfer to a queue: Conversation > Communication > consultTransferQueue

There are two ways to transfer a voice interaction to another person, number, external contact, or queue:

Blind transfer: Transfer a call without speaking to the intended recipient.
Consult transfer: Talk with the intended recipient before you transfer a call.

Blind transferClick to expand

Use a blind transfer to transfer an ACD call directly to another user, number, external contact, or queue without talking to the intended recipient:

From the current call, above the Interaction Details, click Transfer .
In the Transfer window, begin to type a name and Genesys Cloud dynamically displays users, queues, and external contacts that match the input.
- To see all suggestions, click All .
- To filter by Genesys Cloud users, click User .
- To filter by queues, click Queue .
- To filter by External Contacts, click External Contact .
  Notes:
  - The All tab shows the sum of the initial results for the Users, Queues, and External Contacts tabs. To see all matching results, click the User, Queue, and External Contact tabs and scroll until the total showing is the same number as the matching results.
  - Search results include agent skills. For example, if you search for Spanish, your results include agents who have the skill Spanish assigned to them.
  - If the person you want to transfer the call to has more than one phone number, then to select the number that you want, click More .
  - If you transfer the interaction to a queue, the interaction waits in the queue for the next available agent.
  - If you transfer an ACD call to a queue, Genesys Cloud remembers both the priority and the skills-based information applied to the original call. You can change that behavior in organization settings. For more information, see Strip skills from voice interactions on blind transfers by agents.
  - To see the number of available agents in a queue and, if available, the estimated wait time for a queue, hover over Information .
From the results list, click the name of the person or queue to which you want to transfer the interaction.
Warning: Be sure to select the transfer recipient from the results list. If you click Transfer without a recipient selected, the call can be lost.
Genesys Cloud transfers the call to the number, person, or queue and sends you to after call work.

Consult transferClick to expand

Use a consult transfer to talk with the intended recipient before you transfer a call.

Notes:

A consult can only include three parties. For more information about ACD conference calls, see Add participants to an ACD conference call.
You can only consult once per call.
The consulted party cannot perform another consult.

From the current call, above the Interaction Details, click Consult .
In the Consult window, begin to type a name, and Genesys Cloud dynamically displays users, queues, and external contacts that match the input.
- To see all results, click All .
- To filter by Genesys Cloud users, click Users .
- To filter by queues, click Queues .
- To filter by External Contacts, click External Contact .
  Notes:
  - The All tab shows the sum of the initial results for the Users, Queues, and External Contacts tabs. To see all matching results, click the User, Queue, and External Contact tabs and scroll until the total that appears is the same number as the matching results.
  - Search results include agent skills. For example, if you search for Spanish, your results include agents who have the skill Spanish assigned to them.
  - If the person you want to consult with has more than one phone number, then to select the number that you want, click More .
  - To see the number of available agents in a queue and, if available, the estimated wait time for a queue, hover over Information .
From the results list, click the name of the person or queue to which you want to transfer the interaction. Genesys Cloud places the caller on hold and connects you to the person or queue that you want to consult with. Call controls appear.
Warning: Be sure to select the transfer recipient from the results list. If you click Transfer without a recipient selected, the call can be lost.
Note: The consult starts when the consulted party joins the conversation.
To control the original call, use the top controls. To control the consultation, use the bottom controls.
Note: Available controls vary based on your organization's settings.
- To use the numeric keypad to enter numbers, click Dialpad .
- To put the second party on hold, click Hold. This action puts the second party on hold and takes the first party off hold. To put the first party back on hold and speak with the second party again, click Hold .
- To bring the original caller into the conversation with you and the consulted party, click Resume .
- To convert the consult into an ACD conference, click Start Conference.
  Notes:
  - Although the consult is similar to a conference, the consult allows you to put either party on hold.
  - To return the original conversation, the consulted party must drop from the conversation.
To end your conversation with the consulted party, click Disconnect.
To connect the original caller to the consulted party and leave the conversation, click Transfer.
To mute your microphone, click Mute . To unmute your microphone, click Unmute .
To start secure pause session, click Start Secure Pause . To end a secure pause session, click End Secure Pause .

[NEXT] Was this article helpful?

Get user feedback about articles.