AI-generated summary
Genesys Cloud enables digital interaction transfers through two primary methods: blind transfers and consult transfers, each designed for different operational scenarios and requiring specific permission configurations. Blind transfers allow agents to immediately redirect interactions to another person, number, external contact, or queue without prior communication, while consult transfers—available exclusively for messaging interactions when multi-contextual panels are enabled—permit agents to communicate with recipients before completing the transfer.
Transfer functionality requires a defined permission structure for both initiators and recipients. Agents initiating transfers must possess Analytics Queue Observation, Routing Queue Search, and conversation-related permissions specific to the transfer type and interaction category (email, message, or webmessage). Transfer recipients require the Routing > Agent > Onqueue permission plus interaction-type-specific permissions: Conversation > Email > Accept for email transfers, or Conversation > Message > Accept for message and webmessage interactions. Specific permissions govern individual transfer functions, including blindTransferAgent for agent transfers, blindTransferQueue for queue transfers, and internalMessaging permissions for consultation-based transfers.
The transfer process utilizes dynamic search and filtering capabilities, allowing agents to locate recipients by users, queues, or external contacts through a searchable interface. Transfers to queues execute immediately and close the transfer window, with the interaction immediately departing the agent's Conversations roster. Transfers to individuals remain pending until the recipient accepts or the agent cancels, keeping the transfer window open during this period. The system does not permit transfers to offline users. Upon transfer initiation, agents become immediately available for new interactions, and skill information is automatically removed from the transfer record.
Consult transfer functionality operates through a Digital Conversation panel that opens alongside the original conversation, enabling agents to exchange messages with intended recipients before executing the transfer. This functionality requires multi-contextual panels to be enabled within the organization. Notably, Genesys Cloud does not record digital consultations and does not support typing notifications during the consultation phase. Both transfer methods require recipients to maintain online status and possess the requisite routing and conversation permissions for the specific interaction type being transferred.