Adding external users to an interaction

Last Updated : Oct 31, 2024 |

About this task

With the Consult feature, you can call users with external numbers to receive assistance during a customer interaction. After a consultation call ends, you can resume the conversation with the customer. You can also complete the consultation call as a transfer or conference.

  • If you complete the consultation call as a transfer, you are dropped from the call, and one of the consulted users takes over the call.

  • If you end the consultation call as a conference, you can initiate a six-way conference with you, the customer, and the consulted external users.

The Consult feature is unavailable if a supervisor observes or coaches the call.

If Avaya Workspaces uses the default call routing, you must dial a PSTN or an SIP number to call Avaya Aura X for Avaya Cloud Office (ACO) users. For example, +1xxxxxxxxxx or sip:+1xxxxxxxxxx. If your account administrator enables dedicated call routing, you must dial Avaya Aura X for Avaya Cloud Office (ACO) numbers in the <PSTN number>@domain.com format. For example, +1xxxxxxxxxx@avaya.com. You can also use Avaya Aura X for Avaya Cloud Office (ACO) extensions and dial <extension number>@domain.com. For more information about your contact center setup, contact the account administrator.

Before you begin

Ensure that you are in the Ready state to accept incoming interactions.

Procedure

  1. On the voice interaction widget, click the Consult icon.
  2. In the Enter number field, type the external phone number and click the Call icon.

    The consultation call starts when the consulted user accepts the consult request. Avaya Workspaces displays a new interaction card within the existing interaction card with options to resume, hold, mute, transfer, or start a conference call.

  3. Do one of the following:
    • To transfer the call to the external user, click the Complete as Transfer icon.

    • To complete the consultation call as a conference, click the Complete as Conference icon.