Talk before you transfer

Handing over a call is easier when your teammate knows what’s going on.

With a warm transfer, you can put the caller on hold and talk privately with a teammate before passing the call over. Explain what the caller needs, check you’ve got the right person, then complete the transfer.

If your teammate doesn’t answer, you return to the caller. If you change your mind, you can cancel the transfer and take the call back.

A little less “let me explain that again” for everyone.