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  1. Click Consult. A new dialog box appears displaying all agents, queue names and , service names, and agent groups in alphabetical order.

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  2. Press Return or click Dial to connect to the selected agent or the telephone number provided, or wait in the queue or service for an available agent to consult:
    • If you selected an agent or another number you will hear ringing until you are connected or until the consult times out.

      Note

      The timeout for consulting with another agent or telephone number is configurable in System Settings. For information about configuring the timeout, see Editing System Settings.

      Your caller hears on-hold music until you return to or transfer the call.

    • If you selected a queue or service and have the Consult to Queue feature enabled, the original caller is put on hold and hears on-hold music. You—the agent—enter and wait in the queue or service. For more information, see Consult to Queue. While waiting, you can click Alternate to switch between the queue and the original caller.

    • If you selected a queue or service and do not have the Consult to Queue feature enabled for your account then the original call is transferred immediately to the selected queue or service.
  3. When you are connected to the target agent or telephone number, or agent servicing the queue or service, the active call control buttons change.

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    Release, Alternate, and Transfer—become active.

    • To end the consult connection, click Release. The active call control buttons change again. Retrieve and Consult—become active.
      • To reconnect with the caller, click Retrieve. You are connected to the caller.
      • To consult another agent or number, or to transfer the call to a queue or service, click Consult. Go to step 1.
    • To transfer the caller to the consulted agent or number, click Transfer or hang up your telephone. The call is transferred and your state changes to Call Transferred for 5 seconds.
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    • To alternate between the caller and the consulted agent or number, click Alternate. You can alternate as many times as you require.

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      If you hang up your telephone without releasing the consult connection, your caller is transferred to the consulted number.



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    Transfer buttons



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