Task interactions

When an agent receives a task, the interaction includes a description and link to the application they'll need to complete the task, like updating a customer profile in a CRM or opening a case ticket.
A task interaction will display the following information:

1. Task name.

2. Any contact attributes that have a value.

3. Description of task.

4. References to other applications required to complete the task. Click on the links to open the application in a new tab.

5. Total time elapsed in task interaction.

6. Queue name.

Transfer a task

Transfer a task through the phone directory.

1. Click on the contacts dropdown.

1. Search for and select an

agent or queue.

Tip: To filter to specific contacts within the directory, use the following shortcuts

• Type a: to display agent contacts only

• Type q: to display queue contacts only

1. Click on

Transfer task.

Once the customer has been successfully transferred through you will be automatically disconnected from the task.

Complete a task

Once you have completed the required task, you can end the task by clicking on End task.