Warm Call Transfer (speak to other advisors before transferring) | Voters

Warm Call Transfer (speak to other advisors before transferring)

under review

Lewis Sullivan

It would be nice to be able to speak to the advisor you want to put a call through to before they speak to the customer, that way you can give them any other details of the ticket and know what is going on before they start talking to the customer.

August 1, 2023

Michelle Trigg

This feature is certainly a major requirement for a seamless transfer between Advisor A & B and the customer. It is also crucial for the call to return to Advisor A, if Advisor B does not answer the call.

Kallen Westrook

100% need this to debrief the next advisor so they are up to speed with what's happening. Nothing worse as a customer to have to repeat everything you've just been through. It doesn't lend to a positive experience, especially if the customer is already fustrated.

Sophie Mullan

Without being able to speak to the advisor we are transferring to first, we are quite often effectively hanging up on the customer when the advisor does not pick up - we have no way of knowing if they have received the transferred call.

Greg Carlson

This is super important. Would you like to be transferred to nowhere? Plus, there used to be a transfer notification on the receivers phone to let them know it was not a call for the team.....Or was this just a test? Expert Connect is a very valuable tool. Thanks. Please advise.

Ayoub Elaich (sicksec)

Yes

Ian Zimmerman

marked this post as

under review

Steffen Wohlgemuth

It would be great to invite another advisor to an existing call with a client. Also sharing the same RDA session would be beneficial.

Jack Samways

requested nearly 18 months ago is this going to become live soon?

Nicholle Axser-Keo

Merged in a post:

Hablar previamente con el destinatario antes de transferir la llamada

Alejandro

Cuando estas hablando con un cliente y quieres transferir la llamada a otro asesor, siempre es importante poder hablar con el otro asesor que va recibir la llamada transferida, para informarle un poco de que le ocurre al cliente y porque le vas a transferir la llamada, porque si no el que la recibe tiene la sensación de que es una llamada nueva desde cero de un cliente a atender.

December 3, 2024

Nicholle Axser-Keo

"When you're speaking with a client and you want to transfer the call to another advisor, it's always important to be able to speak with the other advisor who will receive the transferred call, otherwise the person who receives it has the feeling that it's a new call and has to start from scratch."

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