Adding other agents to an interaction

Last Updated : Oct 28, 2024 |

About this task

With the Consult feature, you can receive assistance from the supervisor, other agents, or external sources during an interaction with the customer. After a consultation call ends, you can end the call and 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 drop from the call, and the consulted agents, supervisor, or external sources take over the call. You can include upto six parties in a conference.

If you end the consultation call as a conference, you initiate a six-way conference with the customer, consulted agents, or supervisor, and yourself. If you consult to external sources and end the consultation call as a conference, you initiate a six-way conference with the customer, external sources, and yourself.

If your account administrator configured external calling and Avaya Workspaces uses the default call routing, you must dial a PSTN or a SIP number for calls to Avaya Aura X for Avaya Cloud Office (ACO) users. For example, +1xxxxxxxxxx or sip:+1xxxxxxxxxx. If your account administrator enabled dedicated routing for calls to Avaya Aura X for Avaya Cloud Office (ACO) users, 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 and accept an incoming interaction.

Procedure

  1. On the voice interaction widget, click the Consult icon.
  2. Do one of the following:
    • In the Search field, type the agent, supervisor, queue name, or external phone number to request a consultation call.

    • In the Services list, select a queue to request a consultation call from another agent or a supervisor in the queue.

    • In the Users list, select the agent or agents to send a consult request.

    • Click the Unhold icon to resume the interaction on hold.

    The consultation call starts if the consulted agents, supervisor, or external sources accept the consult request. Avaya Workspaces for CRM displays a new interaction card within the existing interaction card.

  3. Do one of the following:
    • Click the Transfer icon to transfer the call to the consulted agents, supervisor, or external sources.

    • Click the User Conference icon to complete the consultation call as a conference.