Newbie question about warm transfers. How do I end a call after warm transferring someone? This was never exactly explicitly explained to me, and I feel like I did it wrong. Do I just explain the situation, bring the customer on, introduce them, and leave the call? Do I stay on longer while y’all take information or just leave as soon as I merge the call? Say bye? It feels so awkward.

like
Posting as :
works at
You are currently posting as works at

Ask them "Is there anything else I can do for you?" and when the customer says no, just thank them and tell them that you will be transferring the call now. The customer would probably be already waiting for the transfer to take place so there's no point to keep them waiting on your end.

like

Yeah I definitely don't think it's necessary to stay on the line while the other person picks the call up. You could just wait to hear them talk for a second and then jump off if you're worried about the connection

Unless you know it's specifically okay in your company, you do NOT want to provide verification on the customer's behalf. However, before you merge the lines, it's a good idea to check with the next rep if they can see the correct account/ID pop up on their system, and whether or not to the caller has already been verified in the system. That's really my only suggestion, it sounds like you're doing everything fine.

Every company is different. At mine, we don't conference on warm transfers. We have a heavy amount of inbounds with several departments. I'd ask someone in your office what the procedure is

I tell the other agent what the issue is and then get the customer in the conference. I then just state that I reached an agent, explained what the call is about, that I'll transfer them now and then wish a good day. That's it. Other agents that connect to make make it a whole lot longer but I don't see the point.

For me I usually say "I have my supervisor (name) on the line" or "I have (name) from (department) on the line" followed by "and they will be able to take the rest of your call."

I usually hang out for a second or two to make sure the super or other department conferenced in correctly and says hello and then I just disconnect.

Call who you're transferring to with customer on hold. Explain what needs to be done. Introduce customer to agent. The other agent generally will handle signing off the call properly with branding etc. It can vary at some companies however if they want you staying for any period of time or not. With mine it's generally forbidden since 99% of our transfers have sensitive info and when you're the line transferring yours is recording and the one you're transferring to isn't. When in doubt, ask a supervisor. That way you have a trail of it's not your fault if it's wrong. Cover your ass.

Related Posts

OR circulating nurse here. Will preface this by saying I have the utmost respect for CSFAs in the OR setting. However, wondering if any other OR RN’s have had issues with CSFAs feeling and acting like they are in charge of the room or attempt to carry out tasks that you as an RN are supposed to do? I do love having help, but we have one FA who hijacks my tasks and gets upset when i do not do things the way they would and attempts to instruct me on how to do my job

like

If you notice that a junior associate on your team has over-billed, how would you handle it? I don’t want to get them in trouble, but noticed that they billed extremely high numbers even though I was doing all they work on the deal and they completely disappeared other than for client conference calls. Certain things that they billed for on the final invoice, I alone handled and never asked them to do. Appreciate any advice. I’m a mid-level in case it helps for context.

like

How do you handle rude clinicians in the workplace? I always have an attending talking down to me.

like

Hi Fishes, I am ready to resign from my current organisation and I was wondering if I need to discuss this with my reporting manager first. I have never talked to my reporting manager , do I need to discuss with him before I resign or I should just do it in the portal directly.

like

Anyone else have a formatting pet peeve and get annoyed when people don’t have a blank first column and row in tabs? I.e headers/data in cell A1

My first manager told me this, and I’ve followed it to a T since.

likesmart

Networking question here. A retired partner at the firm I used to work out reached out to me recently about attending an afternoon during the week (b4 4/30) with one of his long time clients. The partner and I have kept in touch since I joined my new firm and I feel like his invitation is a great networking opportunity since the client (who I have worked with before) is on a number of boards. Torn as how to request off as an S3. Could materialize to nothing but could be good for reconnecting.

like

Team is already talking about eating hours. My utilization is down cause I was in unassigned for a month in Dec/Jan. What's worse pissing off the partner or having a low utilization? -staff 1

like

This is why I secretly avoid 1:1s with my manager!

Post Photo
likefunny

My AD isn’t good at conceptualization and isn’t helping me come up with ideas. (Maybe bc they went from GD to AD). How do I convince them their job involves more than graphic design and mock ups?

When do you think associates are usually let go in small practice groups that are currently being overwhelmed with work? Is it when it starts to slows down or when they already have a candidate to replace you? Just trying to figure out how long I have after annoying a partner 😂.

How do you deal with ambiguous feedback?

like

I'm a cashier. We just got a new manager, and she's making things really hard for us. She starts work at 4:30am and leaves around 2:30pm, but she still expects us to stay until 6pm and work on the weekends! She gives us really long shifts and doesn't give us much time for breaks. And when we ask her about it, she gets mad.

I'm worried that if I speak up, she'll make my life even harder. I don't want to lose my job because of this—do you guys have any advice?

like

I think I’m about to get my first experience of getting in trouble with a partner for work that I actually already sent for review and followed up on multiple times (and brought up during calls). Stay tuned… 😑

like

What are your tips on convincing a fellow employee not to switch agencies? I really don't want to compete with them

like

Any advice on how to tastefully tell your manager that you no longer want to be a charge nurse anymore? For us being in charge is having full assignment 3p-7p & being responsible for assigning pts , communicating w/ supervisor about various issues, making the assignment for next shift, and a mini report about each pt for the next charge. On the weekends, same responsibilities but 7a-7p. We don't get any additional pay for being in charge and I'm sick of the added responsibility and stress of it.

like

Is anyone willing to share tips on avoiding burnout and setting boundaries with their executives? I have six people on my desk and am finding it difficult to stay motivated and continue giving everyone the same level of support.

like

Is Proper Cloth worth it for work shirts? Any other made to measure shirt tailors you’d recommend?

like

A creative team I started working with recently has decided to ignore my every comment. They take feedback from anyone else but me, and whenever I push them to make said changes, they just pick fights and make snarky comments. Anyone have any idea why this might be?

like

Do you give the office manager (who does assist you with admin tasks from time to time) a christmas present (aka cash)? I have an admin assistant so that's an obvious yes but I don't know how to handle the office manager or receptionist!

like

How do you explain to a interviewer that you are leaving your job because your new boss doesn't treat you well/fairly?

like

More Posts

Any openings for MIM or Incident Management, please let me know...

like

It be like this :

Post Photo
funnylike

Will the customer support future be led by chatbots or will we still be necessary? lol

like

I have an interview with one of the MBB tomorrow for an internship, any suggestions or tips?
This will be my first case interview ever and I feel lost

like

Have you ever joined a firm purely based on how many POC would be in your practice area?

likefunny

Hey Guys,
Looking for a job in any established e commerce company as a Key account manager. I have 8 years of experience. Location - NCR
Please help. Thank you

like

To recent new hires : I'm joining EY GDS tomorrow (19-Dec) and have submitted the relevant documents using the link in EY Feedback mail. Do we need to carry hard copies of those documents also while joining the office during new hire orientation?.

like

Full point PPR - need 4- Van Jefferson, OBJ, Aiyuk, D. Hopkins, D. Mooney and Gronk..Must must win !!

like

Anyone looking for an apartment in LIC?

like

Fishers, any tip to apply and ace for a role that you have zero experience? I have more than 10 years of experience as EA and want to move to OM/admin manager role however most companies only hire those with minimal 3-5 years of experiences.

like

🐠 Fam - What’s a good whiteboard solution for my home office? What do you use and from where do I get it? Thanks!

like

Is it a usual practice in SAP LABS to keep experienced hires in 6 months probation period?

like

My company is looking for a new CFO (my would be boss) and I may have an opportunity to interview him/her. What questions should I ask ?

Side hustle or startup ideas for someone who isn’t technical/doesn’t code? Where should I look or where to begin? I don’t have any strong passions or specific skills that I’m confident in. What books, articles, blogs, orgs, events, people I should follow for inspiration that has helped you? I have some cash to invest and am looking for a part time hustle that can cash flow at least a little bit of money on the side.

like

How much variable pay percentage on CTC in HCL for Teach Lead position

Is it easy for engineers to become TPMs?

like

What are Jacksonville, FL area hospitals currently paying new RN's?

like

Anybody looking for a senior analyst?

Mind sharing your GMAT study schedule, for those working full time (especially those with long hours)?

like

Additional Posts in Customer Support

I’d be so much happier doing customer service through live chat instead of phones. Are there jobs that hire just for online support, or do they all require you to take calls?

like

Tell me a feel-good story from work that will restore my faith in humanity.

like

Remember most customer reps do want to help you. In some cases they just need to go through RED TAPE. 🙂

like

When a customer asks how you are, what goes through your head before saying “I’m great, thanks”?

like

Hiring managers, what do you look for as you’re going through resumes?

like

I'm going to yell at the next person that suggests "just talking on the phone all day" is easy. Telemarketing is the hardest job I've ever had

like

If you had to wipe a company off the face of the earth based on their customer support, which one would it be??

like

With technology ever expanding, how do you think it will affect customer support? Will your favorite brands/companies replace people with robots?

like

Creative ways to respond to customer concerns without sounding scripted?

like

Hi fishes, do you get paid by the hour or receive a salary?

like

I do feel bad when people can’t afford our subscription any more even though they love it. However, I wish they would stop getting mad at me over it. It’s not my fault!

like

For those of you who lead a support team, how do you handle case/ticket queues when agents are OOO? I lead a team of 7 and looking to implement a better OOO process. Thanks!

How to stop customer service from ruining your day?

like

In my company, we have a staff of customer support agents to resolve user concerns, but they prefer to complain on social media and never call the number we give them. Should we transfer the agents to the Social Media platforms or insistently try to get them to call us?

like

I’ve spent 3 years working at a call center and I would do just about anything to get off the phones. Do I aim for a promotion, or would I be better off trying another industry?

like

Yesterday someone told me: “I will never shop here again!” I saw them at the same time the following week! Lol. Just a reminder to not take anything too personally.

like

Working from home in customer support provides so much flexibility as a stay at home mom. I can take care of the home, my babies and work without feeling guilty ….talk about mutli-tasking!

like

"You can't please everyone!" Being in customer support for 4+ years, that statement has never been truer.

like

How do you prevent the negativity of your job from impacting your personal life?

like

Any suggestions for how to find a fully remote customer support job?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal