How to transfer a call

Find out how to transfer a call from our Windsor Phone, our cloud telephony desktop app.

When you receive an incoming call, let’s say from Frank, and realise that the call needs to be transferred to your colleague, Tom, you can do this in one of two ways: attended transfer or unattended transfer.

For an attended transfer, you would be able to speak to Tom first and make sure he's happy to take the call before handing it over. Whereas for an unattended transfer, the call will be passed directly to Tom without being able to speak to him first.

How to make an Attended transfer

While you're on a call with Frank, follow the steps below with your Windsor Phone desktop app.

  1. Click on the three dots (...) icon within the desktop app.
    Transfer a call
  2. Select 'Attended Transfer', then type in the target number for the person you would like to transfer the call to. In this case, it will be Tom’s number.

    Transfer an attended call
  3. Select 'Transfer'. 
  4. This will put the call with Frank on hold, and it will start dialling Tom. When Tom answers and is happy to take the call, you can then hang up and the call will immediately be routed to Tom. If, however, Tom can't take the call, he'll end the call and you'll go back to speaking with Frank.

How to make an Unattended transfer

While you're on a call with Frank, follow the steps below with your Windsor Phone desktop app.

  1. Click on the three dots (...) icon within the desktop app.
  2. Select 'Unattended Transfer', then type in the target number for the person you would like to transfer the call to. 
  3. Select 'Transfer'.
  4. The call will immediately be transferred to your colleague, Tom.

Transfer an unattended call

How to make an outbound call transfer

  1. Click on the three dots (...) icon within the desktop app.
  2. Select 'Unattended Transfer'. 
  3. Type in the target number and select 'Transfer'.
  4. You call will end automatically and be transferred to your colleagues' target number. 

Transfer outbound call