How can I transfer Live calls/IVR calls through MyOperator mobile app?

How can I transfer Live calls/IVR calls through MyOperator mobile app?

Goal: Transfer a live inbound or IVR-connected call to another user from the MyOperator mobile app.

When to use call transfer

Use transfer when the caller needs a different team or specialist after reaching you directly or via IVR.


Prerequisites

  • App & login: Latest MyOperator app installed and you’re signed in to the correct account.
  • Permissions:
    • Android: Appear on top / Draw over other apps enabled; Contacts and Phone permissions on; Battery optimization set to “Don’t restrict” for the app.
    • iOS: Notifications, Contacts, and Microphone allowed.
  • Role & access: Your user role has permission to transfer calls; the target user exists in your panel.
  • Connectivity: Stable Wi-Fi or mobile data.

Transfer a live or IVR call (mobile app)

  1. Answer the incoming call (direct or routed via IVR).
  2. When the caller info popup appears, tap Transfer.
  3. Choose the recipient from the user list or search by name.
  4. Confirm transfer. The caller is sent to the selected user.
  5. After your leg ends, optionally add call notes/remarks in the post-call popup.
The same flow applies whether the caller reached you directly or through an IVR menu.

What you should see

  • Your in-call screen closes and a brief confirmation appears.
  • The recipient’s phone rings.
  • The call log shows the call transferred to the selected user.
  • Your notes (if any) are saved with the call record.

Troubleshooting

  • No popup or Transfer button not visible
    • Android: enable Appear on top / Draw over other apps for MyOperator in Settings → Apps → MyOperator → Appear on top.
    • iOS: ensure Notifications are allowed in Settings → MyOperator → Notifications.
    • Reopen the app, then place/receive a test call.
  • Target user not listed
    • Confirm the user is added to your panel and is active.
    • Pull to refresh the list or sign out/in.
  • Transfer fails or drops
    • Check network strength; switch Wi-Fi/mobile data.
    • Verify the recipient is available (not offline/DND).
    • Try transferring to a different available user.
  • Can’t add notes after the call
    • Reopen the call details from Call Logs, then add notes there.