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Platform Feature

Outside Transfers — Seamless External Handoffs

Warm and cold transfers to any external phone number with three-way calling support. Connect customers to outside experts, specialists, or departments while maintaining professional service continuity.

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Outside transfers, external transfers, warm transfers, three-way calling
Feature

External Connectivity — reach anyone, anywhere

Professional transfer capabilities that connect your contact centre to the outside world. Whether customers need specialists, technical experts, or department heads, seamless transfers ensure they reach the right person without losing context.

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Warm Transfers

Agents speak to the external party first, explain the situation, and introduce the customer before completing the transfer. Ensures smooth handoffs with full context preservation.

Benefit: Professional service continuity with no repeated explanations or lost context.

Cold Transfers

Direct transfers to external numbers when speed is more important than context. Customers are connected immediately to the external party without agent intervention.

Benefit: Fast routing to external experts when urgent resolution is the priority.

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Three-Way Calling

Agents can establish three-way calls with customers and external parties. Perfect for complex situations requiring multiple experts or when agents need to stay involved.

Benefit: Collaborative problem-solving with internal and external expertise on the same call.

Action

How outside transfers work seamlessly

Professional external transfer functionality that maintains service quality:

  • Address book integration — Pre-configured external contacts for common transfers like technical support, billing, or specialists.
  • Transfer screening — System can announce incoming transfers to external parties or dial directly based on configuration.
  • Context notes — Agents can add transfer notes that appear on screen or are announced to receiving parties.
  • Transfer tracking — All external transfers are logged with destination numbers, transfer reasons, and outcomes.
  • Return capabilities — If external transfers fail or are rejected, customers can return to the original agent automatically.
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Global Connectivity

Reach anyone, anywhere.

Benefit

Extend your contact centre beyond internal boundaries

Outside transfers mean your contact centre can handle any inquiry, even when expertise lives outside your organization. Connect customers to vendors, specialists, technical support, or partner organizations without losing control of the customer relationship.

Three-way calling enables collaborative problem-solving where internal agents can facilitate discussions between customers and external experts, ensuring nothing gets lost in translation.

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Unlimited Reach

Connect to any expertise.

Ready to expand your service capabilities?

See how outside transfers can extend your contact centre's reach, enabling seamless connections to external expertise while maintaining professional service standards.

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