26
AltiAgent Manual
1.
While connected to a call, click the
Transfer
button.
2.
Specify the extension or phone number to transfer the call to, then click
Dial
. To specify the number, either enter the number on the dial pad or
click the appropriate number on the
Speed Dial
or
Monitor
tab.
3.
While AltiAgent dials the new number, you’re asked to confirm your
decision by clicking the
OK
button in a confirmation dialog box.
You can click
OK
before the party answers to do a blind transfer, or
you can wait for the person to answer and then confirm or cancel the
transfer.
At any time before or after the person you’re transferring to answers
the phone, you can cancel the transfer by clicking the
Cancel
button
or by closing the dialog box.
If the transfer is canceled, AltiAgent reconnects the call to your exten-
sion. The call is also reconnected if the third party doesn’t answer.
How to display User data on the IP phone
When a call is being transferred using AltiAgent, the person transferring
the call can type a brief note in AltiAgent, which will then be displayed on
the LCD of the person receiving the call, as well as on that person’s
AltiAgent screen. To do this, after answering a call and before transferring
it, do the following:
1.
In AltiAgent, click the
User Memo
button in the lower right of the
AltiAgent screen. The Memo dialog box opens.
2.
In the
Memo
field, enter
DISP=
and follow that with your text (for
example,
DISP=new customer
) in the
Memo
field. DISP (for
“display”) is case-sensitive and supports only inbound trunk calls.
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