The Quick Transfer button: one-click blind transfers from the agent screen

The full Transfer-Conf workflow is powerful, but it is several clicks: open the frame, pick a destination, dial, leave the call. For a campaign that always sends qualified calls to the same place, that is overkill. The Quick Transfer button collapses the whole thing into one click.

What the button does

Quick Transfer is a campaign option, set to N for disabled by default. Turn it on and a Quick Transfer button appears on the agent screen, right below the Transfer-Conf button. One click performs a blind transfer of the live call to a destination you defined ahead of time.

A blind transfer, also called a Cold transfer, hands the customer straight to the destination and releases the Agent without any consultation. There is no listening for ringback or announcing the call. The agent clicks once and is free for the next lead.

Because the button sits right under the Transfer-Conf button, agents do not have to open the full transfer frame to use it. That placement matters during a busy shift. The fewer panels an agent has to open mid-call, the fewer mis-clicks you get, and the faster the customer reaches the next person.

Where the call goes

You pick the destination through the option value:

• IN_GROUP sends the call to the Default Xfer Group for the campaign. If the call started as an inbound call, it goes to that In-Group instead.
• The PRESET options send the call to the preset you select, so the button rides on the preset list you already maintain.

The IN_GROUP value is the usual choice for a Fronter team feeding a closer queue, because it routes through the campaign's Default Xfer Group and lands in a managed Ingroup where waiting closers pick it up.

The one-click flow

sequenceDiagram
  participant Agent
  participant VICIdial
  participant Closer
  Agent->>VICIdial: Click Quick Transfer
  VICIdial->>VICIdial: Read campaign destination
  alt IN_GROUP
    VICIdial->>Closer: Route to Default Xfer Group
  else PRESET
    VICIdial->>Closer: Dial preset number
  end
  VICIdial->>Agent: Release agent
  Closer->>Closer: Owns the customer call

When to use it

Use Quick Transfer when speed beats hand-holding: high-volume fronting, a single fixed destination, agents who would otherwise fumble the multi-step frame. Skip it when agents need to introduce the call or stay on for a moment, because a blind handoff gives them no chance to do either.

There is also a routing consequence worth planning for. With IN_GROUP, the call flows through the campaign's Default Xfer Group, so whatever closers are staffed in that group at the moment is who picks it up. If that group is understaffed, blind-transferred customers wait in queue with no agent on the line to reassure them. Make sure the destination group is staffed to the volume the button will push at it before you turn this loose on a busy campaign.

If your agents do need to stay on and bring a customer into a live conversation, the Custom 3-Way Button is the one-click cousin that places a Three-way call instead of a blind one. Choose Quick Transfer for hands-off, the 3-Way button for hands-on.

Either way, the receiving Closer gets the call and the Disposition still posts back to your reporting. To see how every transfer button fits together across a Campaign, read the transfers and closers guide.

Want a dialer where one-click transfers are already wired to your closer groups? Our pricing covers the hosted plans that set this up for you.