What does a "Warm Transfer" involve when transferring a call?

A "Warm Transfer" involves verifying the receiving party is available before completing the transfer of the call to ensure a smooth handoff. This process typically includes the representative staying on the line with the customer while confirming readiness with the new party who will take over the call. By doing this, the original representative is able to provide context about the customer's needs and any relevant information, which enhances the overall customer experience and reduces the likelihood of the customer having to repeat themselves.

The warm transfer is distinguished from other types of transfers, as it emphasizes the importance of communication and collaboration between the representatives to better serve the customer’s needs. This method also helps in maintaining the connection with the customer, making them feel valued and cared for throughout the interaction.