Page Comparison

...

1. Click Add Call, located on the middle bar.
   
   
   
   
2. The Add Call window opens.
3. To add a 3rd party to the call, Enter enter the phone number in the Destination Number field. Alternatively, you may use the drop - down menu on the right to select a number that has been previously entered OR select a number from the phonebookphone book.
   
   
   
   
4. When you are ready click OK and your primary caller will be put on hold with music. You will hear your destination number ringing and a Confirmation window will open.
5. Only click Yes once you've spoken with the new party. After clicking Yes all parties will be connected.
   
   
   
   
6. An Information window notifies you when a successful connection is established.
   
   
   
   
7. If you do not reach your party or you wish to cancel adding a call, click No on the Confirmation window to resume your current connection on hold.
   
   
   
   
8. An Information window will notify you that the call was not added.
   
   
   
   
9. Once your 3-way conference has been established, your status, located in the Current Agent Status section of the Admin Portal Monitor page will read "On Call – Direct Call Transfer – 3-way conference".
   
   
   
   
10. To add a Secondary IVR to the call, select the "IVR" radio button, and then select the IVR your wish to add into the call from the list of available IVR's (Note - your Account account must have a secondary IVR configured before the IVR button will appear to the agent when adding a call)
    
    
    Note: if If transfer Information is mandatory for your Account account for your agents to enter data before transferring, that rule will apply to Adding adding a secondary IVR to your call. See how Transfer transfer information will appear to the agent here.
    
    A confirmation Dialog dialog box will appear. Click "yes" Yes to complete adding the Secondary IVR to your call. click "no" Click No to cancel