Updating a Transfer Number in your Script

Once a Warm or Cold Transfer has been built into your script, it's easy to update transfer contacts as needed.

In this article we'll discuss:

Updating a Warm Transfer Block
Updating a Warm Transfer (Collector) Block
Updating a Cold Transfer Block

Updating a Warm Transfer Block

Within SAS Flex, go to the Builder icon on the left-side menu. Then select Scripts.

From the main Scripts page, select the script you would like to update.

On the next page, locate the Warm Transfer block you would like to update and click on the highlighted warm_transfer field as shown below.

Under the Options tab, the Transfer type section will display your current warm transfer protocol;

The Transfer to Profile number option will transfer calls to a specific Profile. You can either replace the current Profile with another using the Profile and Number drop downs, or you can add another Profile to create a secondary warm transfer if the first contact doesn't answer. If you need to change the Profile number itself, you must do that through the Profile page.

The Transfer according to warm transfer schedule option will transfer calls based on the Warm Transfer schedule selected. You can select a different Warm Transfer schedule via the On-call schedule drop down. If you need to change the Warm Transfer schedule itself, you must do that through the On-Call page.

The Transfer to number option will transfer calls to the number listed. You can either update the name and number directly from this page, or add a secondary warm transfer contact if the first contact doesn't answer.

When you are finished updating your Warm Transfer block, click Save in the bottom right-hand corner. Depending on how many Warm Transfer blocks you have in your script that need to be updated, repeat steps 3 & 4 accordingly.

Updating a Warm Transfer (Collector) Block

While you can locate and update Warm Transfer (Collector) blocks via the script workflow as shown above, it can be difficult to differentiate between Warm Transfer and Warm Transfer (Collector) blocks as they have the same field name. So, we'll show you another way to easily locate & update blocks within your script.

Within SAS Flex, go to the Builder icon on the left-side menu. Then select Scripts.

From the main Scripts page, select the Block Library tab. This tab will display all current script blocks.

Using the Show all blocks filter on the right-hand side of your screen, locate and select the Warm Transfer (Collector) option.

All Warm Transfer (Collector) script blocks will then be displayed. Click on the one you wish to update.

Under the Options tab, scroll down to the Transfers section. This section will display your current warm transfer protocol;

The Transfer to number option will transfer calls to the number listed based on a condition and comparison. You can either update the name and number directly from this page, or add a secondary warm transfer contact if the first contact doesn't answer. You can also update the Conditions and Comparisons in this section if needed.

The Transfer to Profile number option will transfer calls to a specific Profile. You can either replace the current Profile with another using the Profile and Number drop downs, or you can add another Profile to create a secondary warm transfer if the first contact doesn't answer. If you need to change the Profile number itself, you must do that through the Profile page. You can also update the Conditions and Comparisons in this section if needed.

When you are finished updating your Warm Transfer (Collector) block, click Save in the bottom right-hand corner. Depending on how many Warm Transfer (Collector) blocks you have in your script that need to be updated, repeat steps 3 - 5 accordingly.

Updating a Cold Transfer Block

Within SAS Flex, go to the Builder icon on the left-side menu. Then select Scripts.

From the main Scripts page, select the script you would like to update.

On the next page, locate the Cold Transfer block you would like to update and click on the highlighted cold_transfer field as shown below.

Under the Options tab, scroll down to the Transfers section. This section will display your current cold transfer protocol;

The Transfer to Profile number option will transfer calls to a specific Profile. From here you can replace the current Profile with another using the Profile and Number drop downs. If you need to change the Profile number itself, you must do that through the Profile page.

The Transfer according to cold transfer schedule option will transfer calls based on the Cold Transfer schedule selected. You can select a different Cold Transfer schedule via the On-call schedule drop down. If you need to change the Cold Transfer schedule itself, you must do that through the On-Call page.

The Transfer to number option will transfer calls to the number listed. You can update the number directly from this page.

When you are finished updating your Cold Transfer block, click Save in the bottom right-hand corner. Depending on how many Cold Transfer blocks you have in your script that need to be updated, repeat steps 3 & 4 accordingly