Mobile App - Inbound Call Transfer
This article explains how to use the new Inbound Call Transfer feature on the Chat To Clients CRM mobile app. You can now seamlessly transfer incoming calls to other team members, choose between warm or blind transfer modes, and manage live call participants, all from your phone!
TABLE OF CONTENTS
- What is Inbound Call Transfer on Mobile?
- Key Benefits of Mobile Inbound Call Transfers
- How To Use Inbound Call Transfer on the Mobile App
- Warm Transfer vs Blind Transfer
- Smart Participant Management Features
- Frequently Asked Questions
What is Inbound Call Transfer on Mobile?
Inbound Call Transfer allows mobile app users to hand off incoming calls to other staff members in real time. You can choose to leave the call immediately (blind transfer) or stay on the line temporarily to provide context (warm transfer). This feature gives you more flexibility and control while handling calls from your mobile device.
Key Benefits of Mobile Inbound Call Transfers
Mobile call transfers enable better teamwork and smoother customer service, especially when you’re away from your desk.
Seamlessly transfer calls from your mobile app
Choose between warm or blind transfers based on the call type
Stay in the conversation to provide important context when needed
See and manage all call participants directly from the app
Leave the call without ending it for others
Remove or disconnect other participants (like team members) if needed
How To Use Inbound Call Transfer on the Mobile App
Understanding how to initiate a call transfer from your mobile device ensures fast and effective handoffs during live calls.
Step 1: Answer an Inbound Call
Pick up any incoming call from the Chat To Clients CRM or Chat To Clients CRM mobile app.
Step 2: Tap the Transfer Button
Tap the Transfer button located in the top-right corner of the call screen.
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Step 3: Select the Recipient
Choose a team member from:
Your Staff List
Contacts
The Dial Pad
Recent Calls
Step 4: Choose Transfer Type
You’ll be prompted to choose between:
Warm Transfer – Stay in the call to provide context or introduce the caller.
Blind Transfer – Instantly hand off the call and disconnect.
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Step 5: Manage Call Participants (For Warm Transfers)
Slide up the participant panel from the bottom of the screen.
Choose to:
Leave the call without ending it
End the call for everyone
Remove individual participants (e.g., another staff member)
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Warm Transfer vs Blind Transfer
Understanding the difference between warm and blind transfers helps you choose the best method based on the situation.
Warm Transfer
Transfers the call while keeping you on the line, ideal for:
Introducing another team member
Providing customer context
Supervising or monitoring escalations
Blind Transfer
Instantly transfers the call and disconnects you. Best for:
Quick handoffs when you don’t need to stay involved
Calls to external departments or third parties
Escalating to voicemail or external numbers
Smart Participant Management Features
Smart participant controls allow you to dynamically manage who stays in the call and when — directly from your phone.
You can:
View all participants via a scrollable bottom sheet
Leave the call without ending it for others
Remove another team member from the call
End the entire call for all participants if needed
Frequently Asked Questions
Q: What’s the difference between outbound and inbound transfers?
Inbound transfers are used when you’re receiving a call and want to pass it to someone else. Outbound transfers occur when you initiate a call and want to involve another person.
Q: Can I transfer calls to external numbers?
Yes! You can use the dial pad to transfer to external phone numbers if permitted in your user settings.
Q: Is this available on all mobile versions?
This feature is supported on:
Chat To Clients CRM v3.97.3 and above
Chat To Clients CRM v3.97.3 and above
For White Labeled apps, you’ll need to request the update from your provider.
Q: Can I return to the call after transferring it?
No, once you complete a blind or warm transfer (and leave), you cannot rejoin the conversation.
Q: Will the caller know they are being transferred?
There is no system-generated notification, but if you speak during a warm transfer, the caller will hear your voice and may understand the context.