How to add a third person to a call
This documentation is deprecated and is replaced by the update of the ‘Agent Desktop’.
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During a call session you may need to contact other departments within your company. Whisbi allows you to do a second call and to switch between calls A and B.
Also, you will be able to transfer the call from A to B if needed. For example: you have made a sale and you need to transfer the call to another department for verifications or further actions.
While being on a call with a customer, to do a second call, you will find the a blue button right below your camera on the session screen
When pressing the button, type the phone number of the third person that you want to connect with and confirm to start the call.
Once the third party call has started, it is possible to alternate between calls A and B using the switch button .
With the transfer call button you can finish the communication with the client , who will continue talking with the third person.
The customer will be informed that their call has been transferred and you will be free to end the session and continue assisting other customers. Additionally, they will see a PIN number on their screen that can be provided to the second agent if they need to start a new session with the customer.