When should you do a warm transfer?

A warm transfer should be done when a customer is in need of specialized help that only the local office can provide. For example, if the customer needs to speak with someone about a technical issue or a more complex inquiry, it would be best for them to be transferred to the local office so they can get the help they need. Warm transfers can also help make the customer feel valued and taken care of, which is important for cultivating customer loyalty.