5.4.2 Instant Conference
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State of Wisconsin
Department of Health Services

Release 23-03
November 10, 2023

5.4.2 Instant Conference

(Video instructions available: Instant Conference)

An instant conference is when a second agent is added by the first agent to a call.

To do an instant conference:

  1. Select Instant Conference.
  2. Type the name of the second agent in the drop-down menu.
  3. Select the Phone icon under their name, and they receive a notification they have an incoming transfer.

    This notification is only received if the second agent is in a "Ready" status.
  4. The other agent can accept or decline the transfer. Once accepted, the call includes all three people.

 

This page last updated in Release Number: 22-03
Release Date: 06/25/2022
Effective Date: 06/25/2022

Notice: The content within this manual is the sole responsibility of the State of Wisconsin's Department of Health Services (DHS). This site will link to sites outside of DHS where appropriate. DHS is in no way responsible for the content of sites outside of DHS.

Publication Number: P-03208