Transfers on the RingCentral App

Hello, and welcome to this guide on how to do a warm transfer on the RingCentral desktop application!

What is a warm transfer?

A warm transfer is a type of transfer one can perform to make the process of transferring a call more fluid for the experience of a client you're working with. It is when you are on a call, then transfer the call to someone else and passing along the relevant information they might need to be able to handle the person you were just working with.

What is a cold transfer?

A transfer is considered a cold transfer whenever you are on the call, and then transfer your caller over with no warning or heads-up to the recipient party.

Why it's recommended to do a warm transfer:

There are a few different factors in which can affect the quality of a caller's experience when they call your company. It can help avoid a situation in which the caller might need to repeat themselves. Some apparent signs of this when performing a warm transfer are shorter resolution times, their knowledge of the issue, and making the caller feel acknowledged in their issue. A cold transfer does not have this same opportunity.

How do I do a cold transfer?

If you ever determine you need to do a cold transfer while on a call, you can do the following:

1. Look for the transfer button. Once you find it, click on it.

2. Search for your coworker's name, or dial the number you'd like to transfer to. Once it's typed in, you can click "Transfer" and you will be disconnected with a successful cold transfer.

How do I perform a warm transfer with RingCentral?

RingCentral has a nifty feature called "Ask First".

To access this feature, you can do the following while on a call:

1. Look for the transfer button. Once you find it, click on it.

2. Search in the name or number you would like to transfer to.

3. Once the name or number is typed in, you can click on it there to select the option at the bottom named "Ask First."

4. Once the option "Ask First" has been selected, you will be prompted to complete the transfer. Once you relay the information your transfer party needs to know, you can click "Transfer" to complete your warm transfer.

What do I do if I have issues with this feature?

Please notify the MedWatch Help Desk by either calling us at 321.249.9166, or submitting a ticket to our board at the MedWatch Help Desk. Depending on the severity of the issue, we will be able to connect with RingCentral support and get your issue resolved or be able to remotely troubleshoot it.