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The client supports two types of transfers:
For more information about how transfers function in Genesys Cloud, see:
If you try to transfer an interaction but the receiving agent is not assigned the permission to accept that media type, then the client tells you that you cannot transfer the interaction. In the following example, Agent Amy cannot transfer a chat interaction to Mack Agent because Mack Agent is missing the permission to accept chat interactions. For more information, see ACD routing permissions change.
Other transfer functionality is specific to Genesys Cloud Embeddable Framework, Genesys Cloud for Salesforce, and Genesys Cloud for Zendesk.
The following content applies to Genesys Cloud Embeddable Framework.
A person can be in your Genesys Cloud organization or your third-party system. You can search for a person in your system before transferring an interaction if the following conditions are true:
Administrators can configure the integration to transfer additional content with an interaction. For more information, see addTransferContext (Genesys Cloud Developer Center).
For more information, see Blind transfer an interaction, Consult transfer a call, and Call controls.
The following content applies to Genesys Cloud for Salesforce.
A person can be in your Genesys Cloud organization or your Salesforce organization. You can search for a person in your Salesforce organization before transferring an interaction if the following conditions are true:
For more information, see Configure search in Salesforce.
In Salesforce apps with console navigation, you can also transfer a workspace with an interaction.
For more information, see Blind transfer an interaction, Consult transfer a call, Workspace transfers, and Call controls.
The following content applies to Genesys Cloud for Zendesk.
A person can be in your Genesys Cloud organization or your Zendesk organization. You can search for a user in your Zendesk organization before transferring an interaction if the following conditions are true:
For more information, see Configure search in Zendesk.
For more information, see Blind transfer an interaction, Consult transfer a call, and Call controls.
The following content applies to Genesys Cloud for Microsoft Teams.
A person can be in your Genesys Cloud organization or your Microsoft Teams account. You can search for a person in your Microsoft Teams account before transferring an interaction if the following conditions are true:
For more information, see Blind transfer an interaction, Consult transfer a call, Workspace transfers, and Call controls.
For more information about the integrations, see About the Genesys Cloud browser extensions, About Genesys Cloud Embeddable Framework, About Genesys Cloud for Microsoft Teams, About Genesys Cloud for Salesforce, and About Genesys Cloud for Zendesk.
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