How do I transfer a call on Whippy Business Phone?

Transfer an active Whippy Business Phone call to another user, queue, extension, or phone number without disconnecting the caller.

Before you start

• Confirm the call is active and fully connected.

• Know whether you want a warm transfer or a cold transfer.

• Confirm the destination user, queue, extension, or external phone number is available.

Steps

1. Answer or place a call on a Whippy Business Phone channel.

2. On the active call panel, open the three-dots menu.

3. Click Transfer call.

4. Choose Warm transfer or Cold transfer.

5. Select a destination:

   • Internal extension.

   • User.

   • Queue.

   • External phone number.

6. Confirm the transfer.

7. If using a warm transfer, speak with the recipient, then complete the handoff.

Tips

• Use warm transfers when the recipient needs context before taking the call.

• Use cold transfers for queues, shared workflows, or general routing.

• Park calls when you need another user to retrieve the call later instead of transferring immediately.

• Document queue names and extensions so your team can transfer calls quickly.

• Regularly test transfers, queues, and extensions.

Troubleshooting

• If the transfer option is not visible, wait until the call is fully connected.

• If transfer fails, verify the number, user, queue, or extension exists and is active.

• If the caller is dropped, retry the transfer or use a different destination.

• If the call seems to disappear, return to the active call panel.

• If a parked call is not found, check all queues associated with the channel.