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About the Operator Transfer feature

Operator Transfer is a call tree setting that routes callers to a user or department if no selection is made from your company call tree*.  This is helpful for callers who may be unsure of which selection to make or may be unable to make a selection (rotary phones for example). 

*Unless the caller chooses to replay the call tree menu by pressing the '#' pound sign, the menu options will play only one time before the caller is transferred.



  1. Log in to http://www.aptela.com/my-account/ as the Account Operator
  2. Click on Settings from the Navigation Bar
  3. Under "Call Tree Settings", click on Operator Transfer
  4. Enable this feature (see example screen shot below)
    • BUSINESS HOURS
      • Choose the extension to route calls to from the "Business Hours" pick list
      • Choose whether or not to present callers with a Transfer Audio before they leave the call tree (see "Transfer Audio" section below for more information)
    • AFTER HOURS
      • If using an Off Hours call tree, choose the extension to route after hour calls to from the "Off Hours" pick list
      • Choose whether or not to present callers with a Transfer Audio before they leave the call tree (see "Transfer Audio" section below for more information)
  5. To disable either setting, choose "Auto Attendant" from the appropriate pick list
  6. Click Save
Notes:
  • If no extension is selected from the Business Hours and/or Off Hours pick list, and a transfer audio is selected, the caller will not be presented with the transfer audio for the disabled setting(s).
  • The Transfer Audio differs from the Custom Transfer Message in that the Custom Transfer Message is a unique audio that plays before each caller is transferred to a user or department, regardless if the operator transfer is enabled or not.
Tip:
  • We recommend disabling the extension's Custom Transfer Message as well as the "you may press pound at any time" audio when using the Operator Transfer feature.  To learn how to make these changes, click here.





Transfer Audio
Account operators can choose to present callers with a transfer audio before they leave the call tree.  This setting is useful for all types of companies: some companies may prefer to inform their callers that they are being transferred, while others may prefer not to.  If you're the type that prefers to inform your callers, you can choose to use the default transfer audio, or you may upload your own custom transfer audio.

  • Transfer Audio Options:
    • None: By selecting this, callers will not hear any transfer audio.
    • Default:  By selecting this, callers will hear the default message, "Press pound to replay this message or stay on the line to be connected with the operator."
    • Custom: This option allows companies to upload a custom transfer audio (e.g. “You are now being transferred to the receptionist.”)  If using this option, "Browse" for the audio saved on your hard drive and click "Custom."
  • Be sure to Save your changes



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