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Issue with Consult Transfer

  • 1.  Issue with Consult Transfer

    Posted 08-20-2025 09:31

    We recently started having an issue with the consult transfer option. We use this feature a lot but recently agents have reported that when they click on this option and then dial a number or select a queue to transfer the call, they do not get the two party controls that they normally do. They do not have any control for the customer line, who is apparently on hold judging by the call recordings. This is random as sometimes it works and sometimes it does not. We did notice in trying to reproduce the issue that if an agent has a successful consult, disconnects and tries a second consult with a different number, that second attempt failed. Has anyone else had a similar issue with consult and if so, what was the cause and what did you do to fix it? 


    #Unsure/Other

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    Nettie B Roe
    Telecommunications Tech
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  • 2.  RE: Issue with Consult Transfer

    Posted 08-20-2025 11:13

    Hello Nettie,

    I would double check the affected agent has the correct permissions:

    Analytics > Queue Observation > View


    The following appropriate consult transfer permissions:

    Conversation > Communication > All
    Conversation > Communication > consultTransfer
    Conversation > Communication > consultTransferAgent
    Conversation > Communication > consultTransferExternal
    Conversation > Communication > consultTransferQueue

    If they have, I would recommend raising a case with Genesys Product Support to look at the specific scenario and what is causing the issue.



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    Sam Jillard
    Online Community Manager/Moderator
    Genesys - Employees
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  • 3.  RE: Issue with Consult Transfer

    Posted 08-20-2025 11:28

    We currently have a ticket open, but the tech has been unable to reproduce the issue and has stated that the 'issue is not clear'. We have provided log files and recording examples. The agents all have the correct permissions and there were no issues reported until last week. I was wondering if anyone else had this issue and resolved it without having to open a ticket. 



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    Nettie B Roe
    Telecommunications Tech
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  • 4.  RE: Issue with Consult Transfer

    Posted 09-02-2025 12:38

    @Samuel Jillard would you recommend that all those consult options be checked off? We are having users put in tickets who only have consult transfer checked off, because that seems to be the best option, and are now having issues.



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    Seean Weaver
    MAPFRE USA - Telecom Analyst
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  • 5.  RE: Issue with Consult Transfer

    Posted 09-03-2025 04:10

    Hi Seean,

    You would need to check the transfers they are allowed to do.  E.g. If you only want the agents to be able to transfer to a queue you would only check Conversation > Communication > consultTransferQueue.  But if you want them to be able to transfer to Queue, Agent and External, you would need to check all three.



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    Sam Jillard
    Online Community Manager/Moderator
    Genesys - Employees
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  • 6.  RE: Issue with Consult Transfer

    Posted 08-21-2025 02:29

    Hi Nettie,

    We have raised a ticket also and supplied logs and video of this new behaviour. What we have observed is when consult transferring to a queue the system will show the transfer buttons ONLY if there is no agent being offered the call in the destination queue. If an agent is being offered the call the system will show the agents name that is being offered the call and only show the disconnect button until the agent answers the call or they decline/miss the call offer.

    We urgently need this changed back so that transferring agents can immediately complete the transfer once they've confirmed its been answered by the in-queue flow. All our agent scripts have shortcut buttons using consult transfer which are now not usable for any that go direct to a queue.

    This new behaviour of "cannot transfer until answered" also affects transfers to external numbers where it waits for the call to be answered before displaying the transfer buttons.



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    Travers Dunne
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  • 7.  RE: Issue with Consult Transfer

    Posted 08-21-2025 08:38
    Edited by Jason Kleitz 08-25-2025 11:02

    Travers, thank you for sharing your case. Did your problem also start around the 10th of this month? And did your tech ask about your firewall? In our situation, the issue does not occur every time. We have yet to find a pattern. Our organization is only partially on Genesys, so sometimes it is necessary to transfer customers to toll free numbers which are always answered by an IVR. In many of those cases, the agent will initiate the consult transfer, the customer will immediately go on hold like they are supposed to, and the agent will hear the IVR message but they do not have the controls to bring the customer back into the call once they have reached a live party. This is especially problematic because we use the consult option for translation services for our Spanish speaking customers. We could use the conference option if it automatically put the customer on hold like the consult option, or at least gave us an option to manually put the customer on hold, but that is not the case. Which, to me seems a rather stupid design, but that is a battle for another day. 



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    Nettie B Roe
    Telecommunications Tech
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  • 8.  RE: Issue with Consult Transfer

    Posted 08-21-2025 21:47

    The new consult transfer behavior observed arrived with the Multi Contextual Panels release on Aug 11. We were not using MCP after testing it back in Feb revealed it was not an ideal screen layout for our users so postponed until it became mandatory on Aug 11. The MCP documentation/videos mentioned the call controls were also changing as part of the MCP update but it didn't mention the change in consult transfer behaviour so we are currently doing manual direct transfers as a work around until Genesys advises if they are restoring the previous behaviour or not. If they are not restoring the behaviour we will need to go and modify all our agent scripts to avoid using consult transfer option :(



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    Travers Dunne
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  • 9.  RE: Issue with Consult Transfer

    Posted 08-21-2025 11:39

    Yes, my team has been having this issue as well. It seems to be sporadic, but frequent. 



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    Amanda Miller
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  • 10.  RE: Issue with Consult Transfer

    Posted 08-21-2025 11:59

    Did your issue also just begin in the last couple of weeks? Around August the 10th? Have you opened a ticket with Genesys? 



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    Nettie B Roe
    Telecommunications Tech
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  • 11.  RE: Issue with Consult Transfer

    Posted 08-21-2025 12:16

    I have not myself. I believe the team was just reporting it was happening and I am not sure that a ticket has been opened with Genesys. Yes it has been within the last few weeks. 



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    Amanda Miller
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  • 12.  RE: Issue with Consult Transfer

    Posted 08-23-2025 21:09

    Following...

    Can everyone please post what client (desktop app or browser) their folks are using and seeing this behavior in?



    ------------------------------
    George Ganahl GCCX-AI, GCP, GCSME, ICCE, ICHD, etc.
    Technical Adoption Champion
    Genesys
    2024 Community Member of the Year
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  • 13.  RE: Issue with Consult Transfer

    Posted 08-26-2025 17:47

    Hi Nettie,

    I might have a similar issue reported by one of our customers.  They have mainly reported around the fact that when they try to do a transfer a call to a person they always use the Consult option and they would always get a 'Transfer' option in the past even before the call was answered.  They are adamant it has always been available until a recent upgrade (around 11 Aug). 

    I have logged a ticket with Genesys but they have advised that Consult transfer never had a 'Transfer' option given to the agent when the call is ringing.  It is only presented when it is answered by the recipient or the voicemail. I am still hoping for Genesys to investigate further and check if there has been any recent changes with this option.

    Cheers,

    Dinshaw 



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    Dinshaw Mehershahi
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  • 14.  RE: Issue with Consult Transfer

    Posted 08-27-2025 10:11

    My agents were definitely getting the phone controls before connecting to the transfer party, because if necessary, they could hang up while the second line was still ringing. Now, they don't get the controls at all, even when connected. We are working with a tech now to provided confirmation that it did work like we said it did before the update. SMH



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    Nettie B Roe
    Telecommunications Tech
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  • 15.  RE: Issue with Consult Transfer
    Best Answer

    Posted 08-29-2025 13:17

    Just posting an update in case anyone is still following this thread. At some point Genesys apparently corrected the issue we were having with our consult transfer. The controls look different from what our agents were using at the beginning of the month, but at least it does work again. 



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    Nettie B Roe
    Telecommunications Tech
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  • 16.  RE: Issue with Consult Transfer

    Posted 09-02-2025 17:34

    Hi Nettie.. Thanks for the update.  Good to know it is fixed for you.  It doesn't seem to have fixed for us.  I still do not get the 'Transfer' options when I try to 'Consult' until the call has been answered.  As per the Genesys support team it has never changed.  



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    Dinshaw Mehershahi
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