VICIdial transfer

Closer Transfers
If your campaign is set up to allow transfers to closers then you can use the pull-down menu next to the
LOCAL CLOSER button to send calls to closer agents if you click on the LOCAL CLOSER button.
You should find out from your manager which closer group you should send your calls to.

AGENTDIRECT Transfers
A special type of Closer Transfer is an AGENTDIRECT transfer, which is a call that is in a queue for
only one specific agent. If you select an AGENTDIRECT entry from the Local Closer pull-down menu
then an “AGENTS” link will appear to the right of the number to call field. You can click on this link
to see a listing of the available agents that you can make AGENTDIRECT transfers to, and click on
one to select it. From here you can either select the CONSULTATIVE checkbox and click “Dial with
Customer” for an attended transfer, or click on the “Local Closer” button to send the call as a blind
transfer.

CONSULTATIVE Checkbox
This checkbox is only used for calls where you want to have an attended(or consultative) transfer with
a third party that is another ViciDial agent or in-group on your ViciDial system that you have selected
the Local Closer in-group(and optionally the AGENTDIRECT agent) to send the call to. Then you
select this checkbox and click on the “Dial With Customer” button.