What is the optimal time to make a warm transfer?

The optimal time to make a warm transfer is when the customer has already been provided with sufficient information and guidance from the original agent. This ensures that the customer does not have to repeat their request or question to another agent, saving time and reducing frustration. To make a warm transfer, the original agent should provide adequate details about the customer’s issue or inquiry to the receiving agent. This includes the customer’s name, phone number, account details, and other relevant information that can help the receiving agent provide a more accurate and efficient resolution.