Outbound Calls / Softphone - How It Works

Blind Transfer

Search for a contact, click on the contact to transfer, and end the current call.

Warm Transfer Search for a contact, click on the contact to call, and hold the current call. Once they pick up, you can merge them.

FAQs:

1. If I log in as the user with an assigned number, why are calls going from the default number?

Calls will be dialed out from the user-assigned number only if the user has "only assigned data" enabled and the user role is set to User.

If the user doesn't have "only assigned data" enabled and the user role is Admin, the default number will be used to call. To switch the number to use for outbound calls, once we click on the dialer, we can select the number from the "Call from" dropdown here.

2. Why is the call disconnected in the mobile app only?

3. I can't dial out from the account, the call drops right away when I try to call out using the dialer. Check out the troubleshooting guide for outbound calls using the dialer on the desktop web app.

4. Why can't I find contacts in the live transfer window for a warm transfer?