External Transfer

The External Transfer element routes a call from the IVR to a phone number outside of MaxContact. This is useful for scenarios where callers need to be directed to a third party or an external team — for example, transferring calls to an out-of-hours service when your contact centre is closed.


Connections

ConnectionDescription
I – InputThe entry point for this element. Connect from the preceding element in your IVR flow.
E – ErrorThe path taken if the element encounters an error — for example, if the external number cannot be reached.

Settings

FieldDescription
NameGive the element a clear name so it is easy to identify within your IVR flow.
DescriptionOptional. Add a note to explain the element's purpose — useful in more complex flows.
Agent Can See ThisWhen enabled, agents can transfer a live caller directly to this element via the IVR Transfer option.
Supervisor Can See ThisWhen enabled, the element is visible in the IVR Transfer list for users with a Supervisor role. It remains hidden from all other users.
Result CodeAssign a result code to this element to track calls transferred to external numbers.
PhraseSelect or upload a .wav file to play to the caller while they are being transferred. For example, a ringing sound wav file.
CampaignSelect the campaign that will handle the transferred call. Only Bridge campaigns are available in this dropdown. Make sure that the campaign is active and running within Campaign Manager.
ListSelect a list to report the transfer against. This allows you to track how many external transfers have taken place via your reporting.
Phone NumberEnter the external number you want to transfer calls to.

Example

In the example above, the IVR is configured to transfer callers to an external number when they call outside of the opening hours set for MaxContact users. A Time Check element routes out-of-hours calls to the External Transfer element, which connects them to the third-party service.


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