Transfer a phone call with Cisco Webex
When you're on a Webex phone call using your softphone you may need to transfer the caller to a different user on campus. There are two different types of transfers that Webex supports:
Cold Transfers (blind transfers) and Warm Transfers (consultation transfers). Cold transfers are used to connect your caller to another user without speaking to the party that you're about the connect the caller to. Warm transfers are used to speak with the party that you're connecting the call to, before you transfer the caller to their line.
Cold Transfers:
- When you are engaged in a phone call using Webex, you will see a main window that displays the main call information. This will include the phone number of the caller and if available, their name.
- Click on the three dots towards the bottom edge of the window.
- A Calling options window will expand. Select Transfer.
- Type the phone number or the name of the user you want to transfer the call to and click the Transfer now button.
- Your call will end as the caller is then immediately transferred to the phone number that you connected them to.
Warm Transfers:
- Warn transfers are handled in a very similar manner to cold transfers, however you will click on Consult first after entering the phone number or the name of the user you want to transfer the call to.
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This action will place the first caller on hold, and you will be connected with the party that you wish to connect the call to. You can use this time to introduce the first caller to the next party.
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If you are ready to connect the first caller to the next number, click Complete transfer.
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If you need to speak to the first caller again before connecting the call to the next number, click Resume. This will place the next number on hold while you chat with the first caller.
- Click Complete transfer to connect the first caller with the next number. Your phone will automatically disconnect.