Page 1 of 1

Dynamic Transfer Numbers

PostPosted: Thu Jan 03, 2019 3:23 pm
by byteme2000
Hello, quick question. Is there a way to have Dynamic transfer numbers. I know how to use the D1, D2.... presets but can it be set for a dynamic number without using presets?

thanks

Re: Dynamic Transfer Numbers

PostPosted: Thu Jan 03, 2019 3:39 pm
by williamconley
set for a dynamic

Ya lost me. Either you want it set, or you want to be able to manually enter a number.

There's a field in which you can manually type a number. And there are presets that can be set per campaign.

There is no mind-reading field that will preset to what you want it to before you manually change it. 8-)

There ARE API options that can be invoked in a web form to decide what should be dialed and initiate the call, if I remember correctly, if that's what you're after.

Re: Dynamic Transfer Numbers

PostPosted: Thu Jan 03, 2019 4:13 pm
by byteme2000
Thanks, what I 'm wanting if if we are calling for Joe Bob insurance agent that it will put his phone number in the Transfer D1 or something like that.

We have issues with our agents using the wrong transfer and transferring the call to the wrong number.

I know this is a training issue but it's come to the point where we need Management by Software

Re: Dynamic Transfer Numbers

PostPosted: Thu Jan 03, 2019 4:19 pm
by williamconley
Create an INGROUP for each destination. These can have NAMES (ie: Bob Jones). Then you can put a remote agent in each ingroup which happens to be the phone number of the 3rd party. You'll need to also create a user for each remote agent (perhaps several if multiple lines, be sure the user numbers don't overlap) and a campaign for these remote agents (several if you want to, but they can all reside in one)

This allows the agents to use a dropdown to choose their target insted of having the number (ie: they not only don't remember the number, they don't even HAVE the number in the first place). They transfer to a closer group instead of an external phone number.

this also gives you a view of the call as long as it's live in the real time screen for the remote agent's campaign(s). Better reporting, less confusion, less human error, easily changed 3rd party numbers without having to notify 37 people, and you can EVEN set it up that if a 3rd party doesn't answer, it can ring over to a different one!

Re: Dynamic Transfer Numbers

PostPosted: Thu Jan 03, 2019 4:32 pm
by byteme2000
Thank you very much. This was a big help.

I'll give it a try and see where it goes.

Thanks again