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  1. Click Consult to call the person you want to add to the conference (the consulted party).

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    For information about consulting with a third party, see How do I consult with and, optionally, transfer to a third party? earlier in this page. When you are connected to the target number or agent, you will have an additional party in the interaction card. The original party will be on hold.


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  2. To add the original party back into the call to make the call a conference call, click Retrieve Image Modified. All three parties can now hear each other.

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    titleInteraction plan

    If you consulted with an interaction plan, you cannot retrieve the original party until you are connected to another agent and their name has appeared in the interaction card. Clicking Retrieve Image Added will have no effect.


  3. You can now perform one of the following tasks:
    • Disconnect the consulted party and return to a two-way call with the original party. Click Release channel .

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      The same occurs if the consulted agent clicks End interaction in their ContactPad or hangs up their phone.


    • Connect the consulted and original parties, and leave the call. Click Transfer or hang up your phone. The consulted agent now controls the call as described.

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      If the customer hangs up, you and the consulted agent remain in a two-way call.


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