sushnat dhopat

I agree, being able to do a warm transfer would make handovers much smoother. It ensures the next advisor has full context before speaking to the customer, which improves the overall experience for both the customer and the team.

This feature is certainly a major requirement for a seamless transfer between Advisor A & B and the customer. It is also crucial for the call to return to Advisor A, if Advisor B does not answer the call.

100% need this to debrief the next advisor so they are up to speed with what's happening. Nothing worse as a customer to have to repeat everything you've just been through. It doesn't lend to a positive experience, especially if the customer is already fustrated.

Without being able to speak to the advisor we are transferring to first, we are quite often effectively hanging up on the customer when the advisor does not pick up - we have no way of knowing if they have received the transferred call.

This is super important. Would you like to be transferred to nowhere? Plus, there used to be a transfer notification on the receivers phone to let them know it was not a call for the team.....Or was this just a test? Expert Connect is a very valuable tool. Thanks. Please advise.

Yes

It would be great to invite another advisor to an existing call with a client. Also sharing the same RDA session would be beneficial.

requested nearly 18 months ago is this going to become live soon?