Assigned as an Agent on a Call Center? Read on to learn the ins and outs of working as a Call Center Agent, including how to handle callers in your Queue.
Answer a Call
Before you can accept incoming calls for a specific Call Center, you'll need to:
- Turn your DND off
- Toggle yourself to On Duty
Unlike Departments, where Dialpad will ring-all Operators, Call Centers ring out to Agents based on one of the available routing options your Supervisor has selected:
If no Agent answers, the caller moves onto your hold queue or secondary call handling options.
If you click Decline or simply miss the call, you'll automatically be switched to Off Duty. We'll alert you via pop-up and a push notification, giving you the option to either stay on Off Duty mode or switch back to On Duty.
As a call center agent, you have the ability to stop and restart a call recording by simply clicking on the red banner at the top of your call screen. Please note, if you do not see the option to do this, you will need to reach out to your admin to activate this setting.
Once you're on an active call, your Call Center Supervisor will have the option to either:
- Listen in as the call is going on
- Barge in and be added to the call
- Take over the call (Agent is dropped from call)
Post Wrap-Up Time
If your Supervisor has enabled this feature, you'll have a specified amount of wrap-up time between ending your last call and receiving a new one.
You'll see this notification at the top of your screen. You can always end it early, too.
Place a Call
Just like personal calls, the only difference is you’ll need to select your Call Center caller ID from your New Call drop-down menu. Once you select this for the first time, we'll keep it as your ID until you change it back.
Transfer a Call
Just like your personal calls, you can choose to transfer your Call Center calls with:
Send a Message
Call Center Agents can send and receive messages from any lines that they've been assigned as Agents on.
Agents can either send a new message by selecting the Call Center ID from the New Message field or by simply selecting View Conversation on their active call.
Call Center Inbox
Your Call Center Inbox displays:
- Hold Queue
- New notifications
- All notifications
With the exception of the hold queue, these other areas display the same type of info that your Department Inbox does.
Click on Hold Queue to view all calls currently waiting for an available Agent and how long each caller has been in the Queue.
Callers are placed in your hold queue only if Agents aren't available (i.e. already on an active call). If all Agents are Off Duty (or if your callers call in after hours), they'll be routed to whatever secondary call handling option your Call Center Supervisor set up.
On the caller's end, they'll hear your Call Center's hold music every 60 seconds. If enabled, callers will have the option to press a key to leave a voicemail.
Have more questions about Call Centers? Check out our FAQ.