Warm Transferring Calls to Agents in 8x8 Contact Center

Updated: 08/08/2024

Objective

Transferring a call to another agent in 8x8 Contact Center.

Applies To

  • 8x8 Contact Center
  • 8x8 Agent Workspace

Procedure

To transfer an active phone interaction to another agent: 
  1. Notify the current caller about the transfer.
  2. Place the call on hold.
  3. Select Add Participant, or go to the Directory and search for the extension to which you want to transfer the call. When using the Directory, you will see an option to call the extension (phone icon).
  4. Once the extension has been dialed, select Merge Call.
  5. You can then choose Leave or End for All.
    • Selecting Leave will leave the interaction between the caller and the number to which they have been transferred active.
    • Selecting End for All will disconnect all interactions.