This first method of transferring a caller to an IVR allows you to enter transfer information pertaining to the caller in the transfer information dialog box. This information is delivered to an IVR, stored in memory, and returned to you or another agent again for reference if/when the caller calls again.
Note: Pertinent agent details are also automatically appended to the data fields so as to identify which agent transferred the call to the IVR.
To transfer the call to an IVR:
Note: If there are no available IVRs then only three Destinations would be available to transfer to. There must be an available IVR in order to transfer the call to an IVR.
Note: To ensure transfer information is entered, select the Information is mandatory in order to complete transfers option from the Client Admin Portal Transfer Information Configuration page.