In review: written from the product, not yet walked through live.
1Pick Talk first
On a connected call press Transfer (or T). Each free teammate has Talk first (1) and Transfer now (2). Talk first is the blue one.
2The caller holds while your teammate rings
The card says who is ringing (1) and how long the caller has been on hold, hearing music (2). Your teammate hears who the call is from and presses 1 to take it. Changed your mind? Back to the caller (3).
3Talk, then choose
Once your teammate is on, brief them. Then Bring the caller in (1) to put all three of you on the line, Hand over (2) to leave them talking, or Back to the caller (3) to drop your teammate.
4Nobody answered
If your teammate does not answer, the caller is still on hold. Go Back to the caller (1), or Try someone else (2) to pick the next free teammate.
5Handed over
After Hand over the card says who has the caller now (1). Your part of the call ends there, and the after-call card lets you log it as usual.
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Common questions
Talk first is missing
It works on SkedX Call lines. On a line from another calling provider only Transfer now is offered. If Transfer itself is missing, nobody on your team is free right now.
What does the caller hear while I talk to my teammate?
Hold music. They cannot hear you or your teammate until you bring them in or hand over.
What if the caller hangs up while on hold?
The card says so, and you stay on the line with your teammate.
Does my teammate know who is calling?
Yes. Before joining they hear who the transfer is from and who the caller is, and press 1 to take it, so a voicemail never picks up your caller.
Is the call still recorded?
If your company records calls, the recording carries on through the transfer.
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