Place, transfer, and dismiss a callback

A callback is an outbound call that a contact requests. Contacts can request a callback while they are in queue and waiting for an agent. Genesys Cloud calls the contact when the next agent is available instead of making the contact wait on hold.

Place a callback 

When you log in as an agent and , the opens. Callbacks appear in the Active Interactions list. The contact’s information and script appear in the Interaction Details window. For more information about scripts, see . 

1. To accept the callback, click Answer.
   
   Notes:

   • For in-queue and scheduled callbacks, Genesys Cloud dials the callback recipient.
   • For ACD voicemail and callbacks with multiple contact numbers, select the number and click Begin Call.
   • If your manager enables auto answer, then do not click Answer. Instead, to alert you of a new callback interaction, Genesys Cloud plays a short audible alert. For more information, see .
   • If your admin enables automatic callbacks, the callback automatically begins. For more information, see .
   • If your manager enables Customer First callbacks, Genesys Cloud connects to the callback recipient before you accept the interaction. For more information about Customer First callbacks, see and .
2. Complete the call.
3. End the call, , and click Done.
   Note: For ACD voicemail and callbacks with multiple contact numbers, click End Callback.

Transfer a callback

Use a blind transfer to transfer an ACD call directly to another user, number, external contact, or queue without talking to the intended recipient: 

1. From the current call, above the Interaction Details, click Transfer .
2. In the Transfer window, begin to type a name and from the list, select the person or queue that you want to transfer the interaction to.
   
   • To see all suggestions, click All .
   • To filter by Genesys Cloud users, click User .
   • To filter by queues, click Queue .
   • To filter by External Contacts, click External Contact .
     
     Notes:

     • The All tab shows the sum of the initial results for the Users, Queues, and External Contacts tabs. To see all matching results, click the User, Queue, and External Contact tabs and scroll until the total showing is the same number as the matching results.
     • If the person you want to transfer the call to has more than one phone number, then to select the number that you want, click More .
     • If you transfer the interaction to a queue, the interaction waits in the queue for the next available agent.
     • If you transfer an ACD call to a queue, Genesys Cloud remembers both the priority and the skills-based information applied to the original call. You can change that behavior in organization settings. For more information, see .
     • To see the number of available agents in a queue and, if available, the estimated wait time for a queue, hover over Information .
3. Genesys Cloud transfers the call to the number, person, or queue and sends you to .

Use a consult transfer to talk with the intended recipient before you transfer a call.

1. From the current call, above the Interaction Details, click Consult .
2. In the Consult window, begin to type a name, and Genesys Cloud dynamically displays users, queues, and external contacts that match the input.
   
   • To see all results, click All .
   • To filter by Genesys Cloud users, click Users .
   • To filter by queues, click Queues .
   • To filter by External Contacts, click External Contact .
     
     Notes:

     • The All tab shows the sum of the initial results for the Users, Queues, and External Contacts tabs. To see all matching results, click the User, Queue, and External Contact tabs and scroll until the total that appears is the same number as the matching results.
     • If the person you want to consult with has more than one phone number, then to select the number that you want, click More .
     • To see the number of available agents in a queue and, if available, the estimated wait time for a queue, hover over Information .
3. From the results list, click the name of the person or queue to which you want to transfer the interaction. Genesys Cloud places the caller on hold and connects you to the person or queue that you want to consult with. Call controls appear.
4. To control the original call, use the top controls. To control the consultation, use the bottom controls.
   Note:  Available controls vary based on your organization's settings.
   • To use the numeric keypad to enter numbers, click Dialpad .
   • To put the second party on hold, click Hold. This action puts the second party on hold and takes the first party off hold. To put the first party back on hold and speak with the second party again, click Hold .
   • To to bring the original caller into the conversation with you and the consulted party, click Resume .
   • To convert the consult into an , click Start Conference.
     Note: Although the consult is similar to a conference, the consult allows you to put either party on hold.
   • To leave the original caller and the consulted party to continue the conversation without you, click End Call .
   • To end your conversation with the consulted party, click Disconnect.
   • To connect the original caller to the consulted party and leave the conversation, click Transfer.
   • To mute your microphone, click Mute . To unmute your microphone, click Unmute .
   • To start secure pause session, click Start Secure Pause . To end a secure pause session, click End Secure Pause .

Dismiss a callback

To dismiss the callback without calling the customer or transferring it, click End Callback.