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Add Group Transfer functionality to a menu

This menu option allows callers to transfer to a predefined workgroup, such as "Support" or "Marketing.   It uses a Group Transfer node to transfer a caller to the workgroup queue that you specify.  In this example, the name of the workgroup is "Marketing".  You may substitute the name of any workgroup in your organization.

  1. Select the Default Schedule node if it is not already selected. 

  2. Pull down the Insert menu.  Select New Operation, and then Transfer to a Workgroup.  A form named Group Transfer1 appears.

  3. In the Name field, replace Group Transfer1 with a more descriptive name.  This is the name that appears in the tree structure.  It does not have to be the name of an actual workgroup in your organization.  However, it is good practice to use the workgroup name in the title (e.g. "Transfer to Marketing Queue")

  4. In the Digit list, click the number that your extensions start with.

  5. Ensure that the Active check box is checked.  The Default Action check box should not be checked.

  6. Select the name of a workgroup from the Workgroup list.

  7. You have the option to specify an audio prompt that will play when the call enters the workgroup.  Use the embedded audio controls in the form to import, select, play, or record .wav files.   In this case, we will not play an audio file when users enter the queue.  Instead, we are going to add Queue Audio operations that inform the caller concerning position in queue and estimated wait time.

  8. Make sure that the Group Transfer form is selected. 

  9. Pull down the Insert menu.  Select New Operation, then Queue Operations and then Play a Message to the Caller.  A new Queue Audio form will appear in the form area.

  10. Ensure that the Active check box is checked. 

  11.  Ensure that the Position in queue radio button is selected.  The next step is to add another Queue Audio form, to update the caller regarding estimated wait time.

  12. Pull down the Insert menu.  Select New Operation, then Queue Operations and then Play a Message to the Caller.  Another Queue Audio form will appear in the form area.

  13. Ensure that the Active check box is checked. 

  14. Ensure that the Estimated wait time radio button is selected.   When you are done, the tree structure should resemble the graphic below.  The digits that you assign may differ, depending upon the configuration of your server.