The Initial Transfer Greeting (ITG) section allows you to record a short greeting, play back, re-record and choose the greeting that can be played to a prospect upon a call transfer.

NOTE: You can hear the greeting when a call is transferred and start your discussion once it has ended.

Pre-requisites: Before recording an Initial Transfer Greeting (ITG), please ensure that you have logged into the Phone Bridge using the Dial and Access Code visible on the portal.

1. ITG recording can be done from either of the following tabs:

• My Session » Greeting

• Settings » General tab » Initial Transfer Greeting section

2. To start recording an ITG, click the Record icon  .

3. The New Initial Transfer Greeting popup window will be displayed as shown below. Provide a name for your ITG.

NOTE: You cannot add spaces, but you can add characters.

4. Click on the Record button to start recording the ITG or click Cancel to stop the action.

5. Once the recording has been completed, click on the Stop button to stop the recording.

6. The Play button will be displayed as shown below. Click on the Play button to listen to your recording.

7. Click Save to confirm the recorded ITG.

OR

If any error occurred during the recording, click on the Re-record button to re-record the ITG.

8. The newly recorded ITG will then appear in the ITG dropdown.

9. Choose the appropriate ITG from the dropdown, which you would like to use upon call transfer.

NOTE: The Play icon  will be visible and available only if any of the ITG is selected.

ITG Tips:

1. Re-record your initial transfer greeting if you are in a different location or using a different audio device from your last recording.

2. Record your greeting as if someone just picked up the phone. (watch your intonation)

3. Make sure to record as close to the beep as possible. This will help have a smooth transition

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.