Teams PowerPack Release Notes | CX Transfer Call Feature

Teams PowerPack Release Notes | Coming Soon: CX Transfer Call Feature

Part 1: Prepare the Sidekick environment for transferring calls

1. Go to the portal homepage and log in with your credentials.

2. Now within Teams PowerPack, select CX.

TPP Portal

3. Select Sidekick from the left menu bar.

CX Home

4. Inside Sidekick, you must ensure that permissions for Pop-ups and redirects are active. To verify this, click the View site information icon (located next to the URL in your browser's address bar).

 

5. Within the View site information menu, change the setting for Pop-ups and redirects to Allow and reload the page.


Part 2: Transferring calls

6. After enabling pop-ups, you can start receiving calls. Inbound calls will look like this:

7. Answer the call to make the "Transfer call" feature appear, then click the button.

8. After clicking, a search box will appear where you can type the name of the account you want to transfer the call to (this can be a user, Auto Attendant, or Call Queue).

Search box

9. Once you find the correct name, click on it and then click "Transfer."

Select transfer name
Click transfer

10. The call will ring for the person to whom it was transferred.

 

Note:

After transferring the call, it will disappear from the wallboard, and you can check the last status using the call report; below is an example of how transferred calls are displayed.