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[ACD] Configuring IVR Transfer Options

[ACD] Configuring IVR Transfer Options

The content in this article is appropriate for: Administrators and Supervisors

Transfers allow for the agent to hand off a call to another resource, whether internal or external. This article details the steps needed to configure IVR Transfer options.

  • This is to allow the cold transfer of calls from an agent straight to a queue.

An overview on Transfers, including the steps necessary to set up the WorkFlow and other details not covered in this article can be found here.

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Log in to the SC ACD and navigate to the campaign that will be used.

To configure:

  1. From inside the selected campaign, click the Transfers tab:

  2. In the IVR Transfer Options section, click the New Option button

    Screen Shot 2024-01-30 at 5.42.05 PM.png
  3. Type in a Label- this will be the name of your transfer

    Screen_Shot_2024-01-30_at_5_43_47_PM.png
  4. Click the dropdown to select an IVR

    Screen_Shot_2024-02-03_at_12_04_23_PM.png
    • This list will include all IVRs that have been created in the current Program

  5. Click to select the Node* you wish to transfer to
    *This option becomes available only when an IVR is selected

    Screen_Shot_2024-02-03_at_12_04_55_PM.png

    For the above example, the selected IVR only has one node: answer

  6. You also have the option to Delete Campaign Transfer Options

    Screen_Shot_2024-01-30_at_5_44_26_PM.png
  7. Always click Update to save any changesYou may also Clone the settings to a different program/campaign

Screen Shot 2024-02-03 at 11.36.08 AM.png

To configure other transfer options, see:

Configuring Campaign Transfer Options

Configuring Destination Transfer Options

Configuring Agent to Agent Transfer Options

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