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How Do I Transfer a Call?

2 min readLast updated: 08.28.2024

The transfer feature allows a user to transfer a call to any valid extension. This can be an actual phone/user, or a Ring Group, Dial Plan, Call Queue, Voicemail, Conference Room, etc.

Transferring a call on a Yealink phone

Attended Transfer (XFER)

Also known as an attended transfer, this allows you to put the caller on hold, call the party who is going to receive the call, and announce that a call is being transferred (or not) prior to the call being transferred.

When on a connected call, either:

  • Press Transfer → the Presencebutton (or dial the extension) → confirm the call with the remote party → press Transfer.
  • Or press Transfer (some phone models display "XFER" or "TRAN"), dial the extension you want to transfer the call to, and notify the person receiving the transfer.
To release the call to the receiving party, press Transfer (XFER) again. To cancel, press Cancel— this returns the call to the agent that initiated the transfer.

Blind Transfer (BXFER)

This allows you to transfer an active call directly to the receiving agent without making an announcement.

When on a connected call, either:

  • Press the Presence button.
  • Dial the extension → press Transfer.
  • Press Transfer → the Presencebutton (or dial the extension) → press Transfer.

Transferring a call in the Web App

Blind Transfer to a Line Extension

Hover over the line extension you want to transfer to in the Presence panel, then click the blue Transfer Call button that appears.

Web App with an active call, hovering over the 101 Front Desk 1 line extension to reveal the blue Transfer Call icon
To add extensions to the panel, please see Add Presence/Extensions to Web App.

Blind Transfer via Call Controls

Click the Transfer Call button in the call controls to open the transfer panel.

Web App Transfer Call panel open with an Enter Number field and a list of extensions, the Transfer Call call control highlighted

You can also type the extension number or phone number that you would like to transfer the call to. This can include Ring Groups, Switchboards, external numbers, etc. Click either blue button to transfer the call.

Web App Transfer Call panel with 101 typed into the field and both blue transfer buttons highlighted

Warm (Attended) Transfer

A Warm Transfer is useful when you want to speak with the other phone before transferring the call to them — usually to make sure they're available and to explain why you're transferring the call.

  1. 1

    First, call the phone that you will eventually transfer the call to. This will place the initial call on hold. For instructions on adding a call, see Add, Merge & Split Calls in the Web App.

  2. 2

    When you're ready to transfer the call, click the Warm Transfer button. Both calls will be removed from your view.

Web App with a connected call to Dr Office and a second call on hold, the Warm Transfer button highlighted in the on-hold call controls
For additional call handling, we suggest the Call Park feature.

Still need help?

If a transfer isn't completing, confirm you're dialing a valid extension or number and that the receiving destination is available.

Visit the Support Center