Assistance - Enquire or transfer

During an ongoing contact you can use Assistance to:

• Make Enquiry calls to a specific number, or to colleagues within the contact centre.
• Transfer calls directly to a phone number.
• Pass on your contact to other colleague, with the To queue option.

Make an enquiry call to a specified number

To make an enquiry call during e.g. an ongoing phone call, click the Assistance button.

1. Enter a full telephone number in the search field - or choose from the search result.

Filter by selecting a category

• Your latest 10 contacts are available in History.
• Numbers dialled earlier can be selected from Numbers.
• Any item marked as a favourite is found on top by using Favourites.
• Selects number from an Address book record.
2. To dial out a second call, click on Enquiry.
3. When the enquired party has answered you can Transfer you first call, Alternate between the two calls, Retrieve the first call, or start a Conference call.

If the ongoing contact is a phone call you can transfer it, without a preceding enquiry call, via the Direct transfer option.

Make an enquiry call after searching a name

During any ongoing contact you can call colleagues searched by name, by skill, serving a specific queue or belonging to a specific subarea. In this example text the agent is looking for a queue.

1. Click the Assistance button.
2. In the card is opened beneath the contact in progress area you can select a category, such as Queues to narrow down your search result.



3. In the search field, enter one or more letters. i.e. the initial part of the name of the queue. Search for names by entering multiple values with space in between, e.g. type Er Pe to find Eric Peterson.
4. In the search result, you may have to scroll to see the applicable queue. Click the expand arrow to reveal the available options for this queue.
5. To make an enquiry call to the first ready agent serving this queue, click Enquiry.
6. When the call is answered you can Transfer you first contact, Alternate between the two calls, Retrieve the first call, or start a Conference call.

Place contact in queue

If you have the access rights to place an ongoing contact in a queue or waiting list you get more options.

1. During an ongoing contact, click Assistance.
2. Find a queue by entering the initial part of a queue name, and/or use the category filter. Queues may reveal a most useful additional queue filter option, Available for place in queue.
3. Click to expand the options for a queue.
4. To help you decide which action is the best for this contact you are presented with the number of currently available and ready agents, together with the estimated queue time.
   • Enquiry calls the first ready colleague serving this queue.
   • To queue transfers the present contact to this queue, to be escalated if not immediately answered.