Transfer a call
Pass the call to a colleague, a team or an outside number.
Role : EveryoneDuration : 3 minOn : Web, Mac
In this video · 4 chapters
Video in French with English subtitles. The English version is coming.
Before you start
- A call in progress in Callizy.
- A colleague who is online, or the number to transfer the call to.
- To transfer to a team: the Team plan.
Step by step
7 steps, about 3 minScreenshots show Callizy in French. Button names are given in English.
- 1
Open the transfer
10 sBelow the conversation, click Transfer. While the call is on hold, the button is greyed out: click Resume first.
Open this screen in Callizy - 2
Choose: announce or direct
10 sAt the top of the Transfer call window: Announce first to talk to the person before handing them the customer, or Direct to hand them the call right away. Callizy keeps your choice for the next transfers.
- 3
To an outside number
30 sThree tabs. Number: type the number, a cell phone for example, then Transfer. The person sees the company number.
- 4
To a colleague
20 sColleague tab: each colleague with their status, Online, Busy (already on the phone) or Offline. Lots of people? Search for a colleague.
- 5
To a team
20 sTeam tab: the call goes to an online member of the group; each group shows how many are available. Nobody free? The group is greyed out.
- 6
Transfer
10 sClick the person or the group. With Direct, the call is transferred with no other confirmation: the call leaves your screen and their phone rings; the customer waits on the line. With Announce first, their phone rings and the customer waits with music.
- 7
Announce, then hand over the call
30 sA bar appears above the call: “Ringing …”, then “You're talking to …. The caller is on hold.”. Introduce the call, then click Hand over call: your colleague and the customer talk, and the call leaves your screen. Merge puts the three of you together. Cancel ends the announcement and takes you back to the customer.
Key points
- With Announce first, you introduce the call before handing it over. With Direct, you leave the call as soon as you click: let the customer know first.
- Choose someone Online: Callizy lets you transfer to a Busy or Offline colleague, but they won't answer.
- The customer stays on the line: they don't have to call back.
Not working?
The Transfer button is greyed out
- The call is on hold: click Resume, then Transfer.
A team is greyed out
- Nobody in it is available: choose a colleague who is Online, or a number.
Callizy shows “Please enter a number”
- Type the number in the Number tab, then Transfer.
Callizy shows “Invalid format. Use international format (+33...)”
- Check the number: 10 digits for Canada and the United States, or + and the country code.
Your colleague “can't receive calls on this line yet”
- They need to reload Callizy, in their browser or in the app; then transfer again.
Callizy shows “Unable to transfer”
- Try again, or choose another colleague.
Callizy shows “The announcement couldn't start. You're back with the caller.”
- Try again, or choose another colleague.
- To hand over the call without talking to the person first, choose Direct.
Frequently asked questions
Does the customer have to call back?
What does the customer hear during the announcement?
Can the three of us talk together?
Which number does the person receiving the call see?
Can I transfer to a team without the Team plan?
Video transcript
Transferring a call. In a few seconds. Here's the result: your call goes to an outside number, to a colleague, or to a team. The client stays on the line, no need to call back. To get there: a call in progress, and a colleague who's online. You're on a call with Daniel Côté. He wants to talk to Samuel. Below the conversation, the “Transfer” button. While on hold, it's greyed out: resume the call first. Click “Transfer”. The “Transfer call” window opens, with three tabs. “Number”: an outside number, a mobile phone for example. Type it, then “Transfer”. The person sees the company number. “Team”: the call goes to an online member of the group. Nobody free? The group is greyed out. Groups require the Team plan. “Colleague”: your colleagues, with their status. Online. Busy, meaning already on the phone. Or offline. Lots of people? Search by name. Remember one rule. The transfer is direct: as soon as you click, you leave the call. Tell Daniel first. Pick someone who's online. One last step: Samuel Roy. It's transferred. The call leaves your screen, and Samuel's phone rings. Daniel waits on the line. Next: your voicemails and texts, in the inbox. Callizy, the phone that answers when you can't.Read the full transcript
Transferring a call. In a few seconds. Here's the result: your call goes to an outside number, to a colleague, or to a team. The client stays on the line, no need to call back. To get there: a call in progress, and a colleague who's online. You're on a call with Daniel Côté. He wants to talk to Samuel. Below the conversation, the “Transfer” button. While on hold, it's greyed out: resume the call first. Click “Transfer”. The “Transfer call” window opens, with three tabs. “Number”: an outside number, a mobile phone for example. Type it, then “Transfer”. The person sees the company number. “Team”: the call goes to an online member of the group. Nobody free? The group is greyed out. Groups require the Team plan. “Colleague”: your colleagues, with their status. Online. Busy, meaning already on the phone. Or offline. Lots of people? Search by name. Remember one rule. The transfer is direct: as soon as you click, you leave the call. Tell Daniel first. Pick someone who's online. One last step: Samuel Roy. It's transferred. The call leaves your screen, and Samuel's phone rings. Daniel waits on the line. Next: your voicemails and texts, in the inbox. Callizy, the phone that answers when you can't.
Updated October 30, 2026