VICIdial How to Setup Quick Transfer

How to Set Up Quick Transfers in a VICIdial Campaign

In this guide, we walk you through how to configure the Quick Transfer buttons in a VICIdial campaign.
These are the D1 through D5 buttons that agents see in the Agent Interface, allowing
them to quickly transfer calls to pre-set numbers with a single click.

Watch the video tutorial ▶

What You Need to Know Before You Start

• You can configure a maximum of 5 Quick Transfer numbers (D1–D5).
• Of those 5, only D1 and D2 support DTMF tone sequences.
• Each number must be entered as a 10-digit phone number.

Step-by-Step Setup

1. Log in to the VICIdial Administration Dashboard.
2. Go to Campaigns in the main navigation menu.
3. Select Campaigns Main from the sub-menu.
4. Click Modify next to the campaign you want to configure.
5. Locate the “Transfer-Conf Number 1” field (and up to Number 5 for additional entries).
   Enter the 10-digit phone number you want to use as a third-party transfer destination.
6. Click Save to apply your changes.
7. To add DTMF to a transfer number, note that DTMF is only supported on D1 and D2.
   Enter your DTMF string in the “Transfer-Conf DTMF 1” or “Transfer-Conf DTMF 2” field
   corresponding to the number you configured.
8. Click Save Changes once more to finalize your DTMF configuration.

Need help setting up your VICIdial hosted call-center solution? Our team is here to assist.
Call us at 866-273-4639 (Customer Service) or
1 (800) 233-0234 (Sales).