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Call Monitoring Features

If you frequently communicate with your customers, whether you run a small business or an enterprise, it's essential to ensure that your agents are addressing the customers' needs effectively. One of the key ways to achieve this is through live call monitoring.

Dialpad provides several call monitoring features, lets dive into the details.

Who can use this

You must be a Contact Center Admin, Supervisor, or Coach to use the call monitoring features. Refer to our Pricing Page to see if you have access to this feature. If you have any questions about your plan, reach out to your Customer Success Manager or Dialpad Customer Care.

*Department Admins must be on a Dialpad Sell or Dialpad Support license to use call monitoring features.

Call monitoring features

Dialpad offers 4 unique features that allow Contact Center (and Department) Admins, Supervisors, and Coaches to monitor calls:

  • Call listening – Allows Supervisors to listen in on a live call (usually to make notes and provide feedback later)

  • Call barging – Allows Supervisors to join live calls directly as a third party.

  • Call whisper – Allows Supervisors to talk directly to an Agent during a call, without the customer hearing anything

  • Call takeover - Allows Supervisors to take control of the call and removes the Agent from the call

Call monitoring capabilities are enabled by default; however, Office Admins can disable the ability for Admins and Supervisors to listen in on calls.

Note

Call monitoring features are not available on Mainline calls.

Listen-in 

Call listening is a great way to view an agent’s day-to-day service quality and performance.

Whether you're coaching an agent through a new call, or simply running a quality assurance check, Dialpad's Listen-In feature lets you silently observe active Contact Center calls.

To listen in on a call:

  1. Go to the Contact Center or Department

  2. Select View Call beside the call you'd like to listen in on

  3. Select Listen In

    Supervisor view of a convesation with option to select Listen in to hear how the call is going

When listening to an active call, you can start or pause the call recording, hold, or hang up, as well as view the live transcript.

To stop listening, press the red Hangup button.

Note

When you select hold or hangup, it only affects your side of the call; it will not terminate or hold the call for the client or agent.

Whisper

Dialpad's whisper feature lets a Supervisor or Coach speak to an Agent without the customer hearing them, just as if they were whispering. This is useful for training agents, or for guiding them through a critical call with an irate customer. Call whispering is a helpful way to provide an Agent with real-time feedback and suggestions without disrupting the call (it's a little less “invasive” than call barging).

To whisper to an agent:

  1. Go to the desired Contact Center or Department

  2. Select View Call beside the desired call

  3. Select Listen In

  4. Select Whisper
    View of an active call with an agent, with the whisper option highlighted in the call bar
     

Once whispering, you can barge the call, as well as record, hold, or hang up (exit).

Stop whispering

To stop whispering, select the Stop icon in the call bar.
The option to stop whispering on a call is highlighted in the call bar

Call barging

Call barging is when a Contact Center Admin, Coach, or Supervisor joins an Agent's call to help them. Barging allows Admins, Supervisors, and Coaches to join live calls directly as a third party. This is useful to defuse an unhappy client, quickly answer higher-value questions, and prevent further escalation.

To barge a call:

  1. Select the desired Contact Center or Department

  2. Select View Call beside the desired call

  3. Select Listen In

  4. Select Barge
    The Barge option is highlighted in the call bar

When barging, you can take over the call, pause or stop the recording, hold, or hang up (exit) the call.

The Listening and Take Over options are highlighted in the call bar of a barged call by a supervisor

Takeover 

Call takeover is when a Contact Center Admin, Coach, or Supervisor joins an agent's call and then takes over completely, removing the agent from the call.

To take over a call:

  1. Select the Contact Center or Department from the Dialpad app

  2. Select View Call beside the call

  3. Select Listen In

  4. Select Barge

  5. Select Take over
    The takeover option is highlighted in the call bar

Once connected with the caller, the agent will automatically be disconnected from the call.

Disable call monitoring features

To disable listen-in capability for your Contact Center or Department, go to your Dialpad Admin Settings.

  1. Navigate to Contact Centers or Departments

  2. Select the desired Contact Center or Department

  3. Select Advanced Settings

  4. Check the box beside Prevent admins and supervisors from monitoring calls

    Option to prevent supervisors and admin from listening in on calls

More information 

For more details on managing a Contact Center, read this Help Center article.

For more information on managing a Department, read this Help Center article.

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