Transfer a call

During a call, you can transfer it to a colleague or another number, from the web app or the mobile app. Two modes are available:

Make a direct transfer

1. During the call, click the three dots (⋮) next to the call controls.
2. Select Transfer call.
3. Choose Direct Transfer.
4. Choose the recipient: recent contact, contact search or new number.
5. Click Transfer.

You leave the call and your caller is connected to the recipient. The message "Successfully transferred" appears.

Make a transfer with a briefing (Chat & Transfer)

1. During the call, click the three dots (⋮).
2. Select Transfer call, then Chat & Transfer.
3. Choose the recipient, then click Transfer.
4. Your caller is put on hold and an internal call starts with the recipient.
5. Brief the recipient, then click Complete Transfer.

Your caller is connected to the recipient and you leave the call.

Track transfers in your call history

Each transfer appears in the call history with:

• the "Transferred" label;
• the destination contact or number;
• the transfer time and call durations.

Tips

• Check the number before transferring, especially if you typed it manually.
• Keep the briefing short: the key point of the request is enough.
• If the recipient is unavailable, get back to your caller quickly to limit waiting time.
• Agree as a team on when to use each mode.

Good to know

• Transferring to an external number uses minutes.
• The steps above describe the web app. Transfer is also available in the mobile app.

Related articles

• Make and receive calls from the web app
• Forward your calls
• Greeting (IVR): set up how your calls are answered