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Optimize & Automate: Live Call Transfer

Live call transfer — plays a critical role in achieving these goals. Optimizing and automating this process can dramatically improve customer satisfaction, reduce operational costs, and enhance team productivity.

1. From your dashboard, hover over the left-hand menu. Place your mouse pointer here.

2. The tab should appear as illustrated below.

3. Click Settings.

4. Click Routing & Preferences

5. Click Tutorial & Guides

6. Scroll down, click Live Call Transfer

7. It should show up like this.

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