CONNECTDIALExplain the next step
Tell the caller where the call is going and pass on relevant context when your workflow allows. A clear handoff can avoid making callers repeat their question.
CONNECTED CONVERSATIONS
Call Forwarding and Transfer
Keep a conversation moving when another person or team is better placed to help. Forwarding and transfers connect calls to configured destinations.
Explore all featuresAN EXAMPLE WORKFLOW
Choose a destination
Use an extension, queue, or external number allowed by your PBX and service provider.
Choose the handoff
Where supported, transfer directly or speak to the receiving person before completing the transfer.
Plan for no answer
Set an appropriate fallback when a destination is busy, unavailable, or outside business hours.
Check permissions and costs
External forwarding may create additional provider charges. Restrict destinations and calling permissions to match your organization’s requirements.
What you need
Forwarding and transfers require a configured PBX, valid destinations, and the relevant dialing permissions. Supported transfer modes and external-call charges depend on your PBX and provider.
Build a calling workflow that fits your team.
Talk to us about your requirements and the right deployment setup.