Consulting, transferring, and conferencing (or merging) calls in Vonage Premier for Service Cloud Voice

When using SCV with VCC, you can consult, transfer, and merge calls.

While on call, you can add another agent to consult with them about the call. To do so, click Add Caller and select an agent from the list that appears.

This puts the original call on hold while you are connected to the agent chosen from the list. You can then perform one of the following actions:

• Swap between original call and consult.
• End the consult.
• Perform a warm transfer to the other agent (by leaving the call yourself).
• Combine the original call with the consult. Combining the calls is known as merging in SCV—merging is called conferencing in VCC.

You can also consult with an external number. To do so, click Add Caller, then—instead of selecting an agent—click Keypad, and enter a number to consult with. This puts the original call on hold while you are connected to the external number. You can then perform the same actions as if you were consulting with an agent.

Alternatively, you can consult with a VCC interaction plan—or, more specifically, a VCC agent servicing the interaction plan—or transfer (warm or cold) to an interaction plan. To do so, click Add Caller and select an interaction plan from the presented list.

This puts the original call on hold while you are connected to the interaction plan. You can either hang up to perform a cold transfer to the interaction plan, or wait to be connected to an agent to consult. You you wait to be connected, on connection, you can perform the same tasks as described for a consult to agent in the previous paragraph.

For information about consulting, transferring, and merging calls, see Add Callers or Transfer Calls (Salesforce help).

With external routing

If external routing has been enabled for your account, in addition to phone calls, you can transfer the following interaction types:

• Chats. Use the transfer button in the chat interface to transfer a chat to any of the following. For information about transferring a chat, see Transfer Chats (Salesforce help).
  

  • A user

  • A chat button

  • A Salesforce queue

  • A Salesforce skill

• Cases. You can transfer a case by changing the case owner to one of the following. For information about transferring a record by changing the record's owner, see Change a Record’s Owner (Salesforce help).

  • A user

  • A Salesforce queue

With Vonage Contact Center and Vonage Business Communications integration

If your VCC and VBC accounts are integrated, when you click Add Caller in the Omni-Channel utility your contacts list includes contacts in your VBC account along with the usual agents, queues, and interaction plans.

You can consult with a VBC user, and optionally transfer the call to them. Alternatively, you can merge the original and consult calls.

To show only VBC and other directory users, in the transfer list, filter Search Transfer Destinations by Directory.

With Vonage Contact Center and Microsoft Teams integration

If your VCC and Microsoft Teams accounts are integrated, when you click Add Caller in the Omni-Channel utility your contacts list includes contacts in your Microsoft Teams account along with the usual agents, queues, and interaction plans.

You can consult with a Teams user, and optionally transfer the call to them. Alternatively, you can merge the original and consult calls.

To show only Microsoft Teams and other directory users, in the transfer list, filter Search Transfer Destinations by Directory.