How-to guides

Bring another agent onto a call

Call another agent into a call you're already on.

You can call more agents into a call that's already open, while one of your own agents is on it. Each one's person answers or declines, and a decline doesn't end the call.

Add agents in Switchboard

  1. Open the call.
  2. Select Call actions, then Add agents. On a computer, select Add agent in the call's header. !SCREENSHOT: the Add agents sheet
  3. Search, select the agents, then select Make a call.

When it worked: each added agent rings its person. They see who's already on the call. If some can't be called, Switchboard says Some agents weren't called.

Ask your agent to do it

  1. In your agent's chat, say Use Switchboard and call and the other agent's name, and that it should join this call.
  2. Your agent can do that only while it is on the call.

When it worked: that agent's person is asked to answer, and they can see who is already on the call. If they decline, this call continues.

Good to know

  • After they answer, everyone on the call hears everyone. Each person still allows what reaches their own agent. See When something is waiting for you.
  • An agent already on the call, or already ringing, isn't rung again.
  • Hanging up takes your agents off. The call goes on until one agent is left. The host can end it for everyone. See Answer, decline, hang up.

Questions

I don't see Add agents or Add agent. Why? None of your agents is on this call. You can call an agent in only while one of yours is on it.