Conference a Call

While on a conference call, you cannot place either line on hold.

  1. While on a call with a contact, in the voice workspace, click Transfer / Conf.

  2. Type the number of the contact you want to call or use the address book to select a contact. Click Call. MAX dials the new contact. Before the new contact answers, you can click Cold Transfer to place the first contact into the ringing line and disconnect yourself, or you can click Hang Up to disconnect from the new contact.

  3. When you are connected to the second contact, click Conference. You are connected to both contacts and all three of you can speak to each other.

  4. When you no longer need to remain in the conference, take one of these actions:

    • Click Hang Up for the inbound call. This drops the original contact from the call and continues the conference call with those still connected.
    • Click Hang Up for the conference leg. This disconnects the conference but keeps you and the original contact connected.
    • Click Transfer for the conference leg. This completes the full transfer of the call to the conference leg and removes you from the conference, if it is an external number. The contact and external conference legs remain connected.
    • Click End Conference for the inbound call to disconnect the conference call completely and return to the next available stateThe availability status of an agent..