Agent Copilot supported transfer summaries

Supported use cases

  • Blind transfer: Agent to Queue
  • Transfer to survey

Partially supported use cases

  • Blind transfer: Agent to Agent (Digital interactions only)

Unsupported use cases

  • Consult transfers
  • Transfer to external number
  • Non-customer participant calls to agent
  • Non-customer participant calls to queue

The following table demonstrates expected behavior:

Agent Copilot assignment Call type Interaction type Transfer target ACW Summary (Agent A) Agent Copilot Widget (Agent B) ACW Summary (Agent B)

Agent A from Queue A with no Agent Copilot

Blind transfer

Voice & Digital

Queue B with Agent Copilot assigned

None None Agent B Interaction Summary Displayed
Agent A from Queue A with Agent Copilot assigned Blind transfer Voice & Digital Queue B with Agent Copilot assigned

Agent A Interaction Summary Displayed

Agent A Interaction Summary Displayed

Agent B Interaction Summary Displayed

Agent A from queue A with Agent Copilot assigned Blind transfer Digital Agent B from queue B with Agent Copilot assigned

Agent A Interaction Summary Displayed

Agent A Interaction Summary Displayed

Agent B Interaction Summary Displayed

Agent A from queue A with Agent Copilot assigned Blind transfer Voice & Digital Agent B from queue A with Agent Copilot Assigned

Agent A Interaction Summary Displayed

Agent A Interaction Summary Displayed

Agent B Interaction Summary Displayed

Agent A from Queue A with Agent Copilot assigned Blind transfer Voice & Digital Queue B with No Agent Copilot assigned

Agent A Interaction Summary Displayed

None None