Contact Centre Feature

Conference & Warm Transfer

A conference bridge joins more than two parties on one call. In a contact centre its most common use is the warm transfer: the agent brings in a specialist, introduces the context, and leaves. The customer explains their problem once. A cold transfer, by contrast, drops them into a new queue to start again.

No hardware

Browser-based agents

API included

What Conference gives you

Bring a third party onto a live call, so a handover happens with the customer present rather than as a cold transfer.

The customer repeats nothing

Context is handed over verbally by the agent who already has it, which is the single most common complaint about transfers.

Specialists join without owning the queue

A product or credit specialist can be pulled in for two minutes without sitting in the contact centre all day.

Conference state is tracked

The platform reports on conference status, so multi-party calls are not a blind spot in reporting.

Escalation without a callback

A manager can be added to a live call instead of promising to ring back.

How Conference works

End to end, in the order it actually happens.

  1. 1

    The agent puts the customer on hold and dials the third party.

  2. 2

    Agent and third party speak privately to hand over context.

  3. 3

    The customer is brought into the conference bridge.

  4. 4

    The original agent drops off, or stays, as needed.

  5. 5

    Conference status is reported back to the platform throughout.

What Conference does not do

Worth knowing before you build a process around it.

  • Verify the maximum number of concurrent participants for your configuration before designing a workflow that assumes large conferences.
  • This is in-call conferencing for contact centre handovers, not a scheduled meeting product with dial-in PINs and calendar invites.

Common uses

  • Warm transfers

  • Specialist consultation

  • Manager escalation

  • Three-way verification

Used most in

Financial ServicesInsuranceHealthcareReal Estate

Related features

Conference FAQs

What is Conference in a contact centre?

A conference bridge joins more than two parties on one call. In a contact centre its most common use is the warm transfer: the agent brings in a specialist, introduces the context, and leaves. The customer explains their problem once. A cold transfer, by contrast, drops them into a new queue to start again.

How does Conference work?

1. The agent puts the customer on hold and dials the third party. 2. Agent and third party speak privately to hand over context. 3. The customer is brought into the conference bridge. 4. The original agent drops off, or stays, as needed. 5. Conference status is reported back to the platform throughout.

What does Conference not do?

Verify the maximum number of concurrent participants for your configuration before designing a workflow that assumes large conferences. This is in-call conferencing for contact centre handovers, not a scheduled meeting product with dial-in PINs and calendar invites.

Which industries use Conference most?

Financial Services, Insurance, Healthcare, Real Estate. Typical uses are warm transfers, specialist consultation, manager escalation, three-way verification.

What is a cloud contact center?

A cloud contact center is a customer service platform hosted in the cloud that allows businesses to manage customer interactions across multiple channels (phone, email, chat, social media) without on-premise hardware. It provides features like automatic call distribution (ACD), IVR, call recording, and analytics.

How is CCaaS different from traditional call centers?

CCaaS (Contact Center as a Service) is cloud-based, requiring no hardware investment, offering pay-per-use pricing, automatic updates, and easy scalability. Traditional call centers require significant upfront investment in hardware, ongoing maintenance, and are harder to scale.

Set up Conference for your team

Self-serve platform. No hardware, no long procurement cycle.