Conferences

Under CallHub, an agent can add a participant to an active call to start a three-way conference from the call control widget.

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Requires CallHub

Conferences as described on this page require CallHub mode (CCAC version 5.62+) and are not available for every site. See Confirming CallHub Mode Is Active.

This page covers starting a conference call in CCAC under CallHub while on an active call. Conferences are initiated from the same Transfer/Conference icon used for Transfers — see that page for how to open the widget and reach the menu.


Starting a Conference

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Original Caller Placed on Hold Automatically

As soon as a conference is initiated, the system automatically places the original caller on hold.

  1. Select the Transfer/Conference icon in the call control widget
  2. Hover over Conference and select New Conference Participant from the submenu
  3. Select a destination using one of the four methods described in Choosing a Transfer Destination
  4. Once the destination party answers, the call control widget updates to show the new call as active, and the Active Media panel lists both the held original caller and the newly connected party; a Switch button next to the held call toggles which party is active
  5. Speak privately with the new participant — for example, to introduce the caller or confirm they are ready to join
  6. To complete the conference, select the Transfer/Conference icon again, hover over Conference, and select the original caller's number from the submenu
  7. The conference completes immediately — all three parties are connected, and the Active Media panel shows a Conference entry; participants are listed in the Details tab of CCAC
  8. When the call ends, the Call Ended screen displays
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Call Ended

Before closing the Call Ended screen, notes or account codes relevant to the call can be added.