Preserve and Display Lead Information When Transferring from Outbound Campaign to Internal Queue
Summary
Enable the ability to pass lead-level information from an outbound campaign when a call is transferred to an internal queue, ensuring that internal agents can view key lead details (e.g., name, date of birth, and other lead fields) during the interaction.
Problem Statement
When agents transfer calls from an outbound campaign to an internal queue, the lead information associated with the original outbound campaign is not consistently presented to the receiving agents. As a result, internal queue staff may not have visibility into important customer details tied to the lead record, such as name, date of birth, or other campaign-specific fields.
This creates inefficiencies during the call, as agents may need to manually ask the caller to repeat information that is already stored in the lead record.
Proposed Solution
Allow lead metadata from outbound campaigns to persist during call transfers and be displayed in the agent interface when the call is routed to an internal queue. The system should pass relevant lead fields along with the call context so that receiving agents can immediately view the associated lead details.
Business Impact
Improves agent efficiency by reducing the need to re-collect customer information.
Enhances customer experience by minimizing repetition during transfers.
Preserves valuable campaign context when calls move between teams.
Supports smoother collaboration between outbound campaign agents and internal queue staff.