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Agent Copilot supported transfer summaries

Supported use cases

  • Blind transfer: Agent to Queue
  • Transfer to survey

Partially supported use cases

  • Blind transfer: Agent to Agent (Digital interactions only)

Unsupported use cases

  • Consult transfers
  • Transfer to external number
  • Non-customer participant calls to agent
  • Non-customer participant calls to queue

The following table demonstrates expected behavior:

Agent Copilot assignmentCall typeInteraction typeTransfer targetACW Summary (Agent A)Agent Copilot Widget (Agent B)ACW Summary (Agent B)

Agent A from Queue A with no Agent Copilot

Blind transfer

Voice & Digital

Queue B with Agent Copilot assigned

NoneNoneAgent B Interaction Summary Displayed
Agent A from Queue A with Agent Copilot assignedBlind transferVoice & DigitalQueue B with Agent Copilot assigned

Agent A Interaction Summary Displayed

Agent A Interaction Summary Displayed

Agent B Interaction Summary Displayed

Agent A from queue A with Agent Copilot assignedBlind transferDigitalAgent B from queue B with Agent Copilot assigned

Agent A Interaction Summary Displayed

Agent A Interaction Summary Displayed

Agent B Interaction Summary Displayed

Agent A from queue A with Agent Copilot assignedBlind transferVoice & DigitalAgent B from queue A with Agent Copilot Assigned

Agent A Interaction Summary Displayed

Agent A Interaction Summary Displayed

Agent B Interaction Summary Displayed

Agent A from Queue A with Agent Copilot assignedBlind transferVoice & DigitalQueue B with No Agent Copilot assigned

Agent A Interaction Summary Displayed

NoneNone