Small Business Tips | OnSIP

What Is Call Monitoring? Features, Benefits, and Best Practices

Written by Joe DeBari | July 27, 2022 at 5:03 PM

Outstanding customer service requires daily attention, call agent coaching, and continuous review cycles. There are a few important call monitoring features that you can use to your advantage in this endeavor: Call monitor, whisper, barge, and recording. Learn about these features here and why they are essential to your company’s customer support processes.

Types of Call Monitoring: Monitor, Whisper, Barge, and Recording

Call Monitor

Call monitor is a feature that allows a supervisor or manager to listen in on a live call between an agent and a caller. Neither the agent nor the caller will receive any alerts stating that the supervisor is listening in on the conversation.

Call Whisper

Call whisper enables a supervisor who is listening in on (monitoring) the call to speak to the agent without the caller hearing. That means they can coach or help out the agent in real-time.

Call Barge/Call Barging

Call barge allows a supervisor, while monitoring the conversation, to join the call. When a supervisor ‘barges into’ the call, it effectively becomes a 3-way call, and they can then speak directly with both the agent and the caller.

Call Recording

Call recording captures the entire conversation from start to finish, so supervisors can review it after the fact rather than listening live. Unlike monitor, whisper, and barge, which only work in the moment, recording gives you a permanent record for training, quality assurance, and dispute resolution. You can also use past call recordings to compile a library of teaching examples for new sales hires.

Why Should I Use These Call Monitoring Software Features?

One of the many reasons why supervisors should use call queue dashboards is the call auditing features found there. Monitor, whisper, and barge help improve the caller’s experience, reinforce your company’s customer service best practices, and develop your agents’ skill sets. As a result, your customer experience gets a boost and your agents continuously improve across the board—whether they’re in training or seasoned veterans.

Train and Coach Agents

Utilizing the monitor option, supervisors can be observers of calls that newly hired agents are handling. After the call, the supervisor can huddle with the agent and suggest how they could have answered a question differently or where they could tweak their approach in future calls.

And with the whisper option, a manager can enter a call on-the-fly to take advantage of coaching opportunities. She can then offer encouragement when an agent is asking the right questions or guide the agent through complex troubleshooting steps.

Make Coaching Decisions Based on Data, Not Guesswork

It's hard to coach an agent off a handful of complaints or a manager's gut feeling. Monitoring gives you a much bigger sample size to work with. Listen to a range of live and recorded calls, and patterns start to show up: which objections trip agents up, where scripts fall flat, and which reps are quietly excelling. That's a far better foundation for coaching than relying on whichever calls happen to escalate to your inbox.

Provide On-the-Spot Assistance to Callers

Good customer experience is built from swift and accurate responses and a helpful disposition. When an agent needs assistance, a supervisor can select call barging to immediately jump into a call. Joining the conversation to speak with a caller while he’s on the phone is key to ending the interaction on a good note and reinforcing the quality support your customers expect.

Reduce Escalations and Call Transfers

A call that goes sideways usually ends the same way: the agent puts the customer on hold, tracks down a manager, and the customer repeats their issue all over again. Whisper and barge let a supervisor step in before that happens. Instead of a transfer, the customer gets an immediate answer, and the agent gets support in the moment instead of after the damage is done.

Supervise Remote Working Call Agents

If you have agents who are working from home or are otherwise dispersed, monitor, whisper, and barge are valuable supervision tools. Even with agents answering calls at their homes, managers can still use these call monitoring software features to connect to and interact with remote employees.

Support Compliance and Reduce Legal Risk

Many industries require agents to follow specific disclosures, scripts, or documentation steps on every call, especially in healthcare, finance, and legal areas. Monitoring and recording give supervisors a way to confirm those requirements are being met in real time, rather than assuming they are. If a customer dispute or audit comes up later, having a recorded log of the conversation protects the business and clarifies what was said.

Keep on Top of Recurring Issues and FAQs

Managers, regularly eavesdropping on calls, can learn about recurring issues that customers encounter. They can then escalate that information to the appropriate leaders in the organization and make a plan to investigate and resolve those problems at the root cause.

Best Practices for Ethical and Effective Monitoring

Auditing inbound calls to your company works best when agents see it as a coaching tool, not a trap. A few practices keep it that way:

Tell agents when and why they're being monitored. No one performs their best work while wondering if they're being secretly judged. Set clear expectations upfront: what gets monitored, how often, and what it's used for.

Disclose to callers too. A quick pre-call announcement like ‘this call may be monitored or recorded for quality assurance and training purposes’ protects your organization and keeps things above board with customers.

Coach on substance, not just speed. Handle time and call volume are easy to measure, but they don't tell you if an agent actually solved the problem. Focus feedback on how well they listened, how clearly they explained things, and whether the customer left satisfied.

Limit access to monitoring tools. Not every employee needs the ability to listen in or pull recordings. Restrict access to supervisors and QA staff who actually need it, and keep an eye on who's using it and why.

Follow up after you listen in. A whisper or barge moment is only useful if the agent understands why it happened. Circle back after the call, not just to point out what went wrong, but to reinforce what went right.

Where Can I Find These Call Monitoring Features?

These phone call features are staples in hosted VoIP platforms and call center software. Typically found in on-screen dashboards, these options enable sales and support managers to review their teams’ calls in real time. With just the click of a button, they can listen to the issues that callers are bringing up and understand how agents are responding.

OnSIP has these three features as part of our Enhanced Queue Dashboard found within the OnSIP app (both the web browser and desktop application versions). They appear as buttons next to agents who are actively on calls. While sitting in front of their computers or laptops, supervisors can easily click on any of these buttons to monitor a particular agent’s conversation.

Call monitor, whisper, and barge buttons in OnSIP's Enhanced Queue Dashboard. Supervisors can easily click on a button to access a real-time call.

Building a More Adept Team, One Call at a Time

Monitor, whisper, barge, and recording are features that help you turn everyday calls into better customer experiences and more proficient agents. Used well, they catch problems before they escalate, turn real conversations into coaching material, and give you the documentation to back up compliance when it matters.

If your current phone system doesn't equip your team with these quality assurance features, it's worth a look at what you're missing. Learn more about OnSIP's Enhanced Queue Dashboard and see how these features work together to support and strengthen your front-line call representatives.