If you are a smrtPhone Pro subscriber, you can do a warm hand-off of a call, where you can introduce the caller you are transferring. And, you can add a caller (or multiple callers) to the call, creating a conference call.

A warm transfer is the best way to hand off the call to another department or user inside your company without hanging up the call. You can also use the feature to create a conference call, by bringing additional callers into the conversation.

How to Use Warm Transfer

The Warm Transfer feature is easily accessed for both incoming and outgoing calls as long as you have Call Center Pro enabled on your account

To warm transfer a call, all you need to do is to press the ➕Add Call transfer icon in the Dialer.

By pressing the transfer icon you will be given the option to transfer the call to another user or to another phone number. 

This will create a Conference Call between the agents and the person on the line. You can add multiple users/phone numbers to the conference (Up to 250 participants per call).

To transfer, simply disconnect yourself and the other parties will stay connected.

This video will demonstrate how the Warm Transfer process works:

Note: Please, keep in mind that with smrtPhone Standard, only a cold transfer is available.

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