What Dazos is Responsible For
Dazos handles only the notification and user interface aspects of live transfers:
Display notifications to specified users when a live transfer occurs
Show pop-up alerts in the CRM when RVK initiates a transfer
Allow agents to accept transfers through the CRM interface
Communicate acceptance back to RVK when an agent clicks "Accept"
⚠️ Important: Dazos does not own or configure any VOIP settings for customers.
What RVK is Responsible For
RVK handles all call routing and transfer configuration:
Call routing setup and VOIP configuration
Agent configuration with live transfer details
Phone system integration and call handling
Actual call transfer execution to the designated user
How the Live Transfer Process Works
RVK initiates the transfer and rings the CRM
CRM displays a pop-up notification to the specified user(s)
Agent clicks "Accept" in the CRM interface
CRM tells RVK which agent accepted the call
RVK routes the call to that agent using its own phone setup
Configuration Requirements
No user mapping in Dazos settings: You will not see clear user mapping indicators in Dazos because the actual routing configuration happens entirely on RVK's side.
RVK agent setup: The RVK agent must be configured with live transfer details to enable this functionality.
Phone system requirements: The transfer works regardless of whether users have CTM or other phone systems — RVK handles all call routing independently.
Key Takeaways
Responsibility | Owner |
Notifications and CRM interface | ✅ Dazos |
VOIP configuration and call routing | ✅ RVK |
Live transfer configuration location | ✅ RVK's system |
Related Resources
iConnect Integration Overview
Call Tracking and VOIP Integrations
User Management and Permissions