Call Coaching

This feature is only available on the Business plan

Call Coaching allows users to Listen, Whisper and Barge on in-progress calls. It can be used for new salesperson training, mentoring, or assisting on difficult sales.

How to join a call

There are 3 ways to join a call:

  1. from Team Management page
  2. from Lead page
  3. invite team member from the Lead page

Join a call from Team Management page
From the Team or Groups pages, you can see which users are on calls. If you have the necessary permissions, you'll be able to click Listen and you will enter the call in Listen mode (see other coaching modes below).

Join a call from a Lead page
When looking at a lead on a Lead page, you have an option to jump in on a call in Listen mode - you can change the mode after you join the call if needed.

Invite a team member from the Lead page
You can also invite one or more team members to a call with an Invite option during the call.

Available team members

The dropdown will show you only team members that are using the desktop app and are online at the moment.

Once you have joined a call, you'll see a new Call Coaching bar:

The Close user on the call will also see the coach that joins:

Coaching Modes

Call Coaching has three modes: Listen, Whisper, and Barge.

  • Listen: Users can hear the sales person and lead, but cannot talk to either.
  • Whisper: Users can hear the sales person and lead, and can talk to the sales person, but will not be heard by the lead.
  • Barge: Users can hear the sales person and lead, and can be heard by both.

Coaching Permissions

Coaching permissions are divided into Listen and Whisper & Barge. You may wish to give a sales person in training the permission to Listen to calls for training purposes, but not Whisper or Barge. A sales manager may have the ability to enter any Coaching mode in order to observe, provide mentoring, or assist on a sale.

Joinable Calls

Unfortunately, not all calls can be joined. If you have the right permissions, you can join all outbound calls. Due to technical reasons, we cannot offer Call Coaching on inbound calls right now.

Billing

Any calls that you decide to join will have an additional per minute charge that will be deducted from your Usage balance. This additional cost per minute is determined by our Telephony provider and, at the time of this writing, the rate is $0.0040/minute. See the current rate here.

Example: You decide to join a teammate’s call for 5 minutes. The cost, given the rates at the time of this writing, will be $0.02 (i.e. $0.0040 x 5 minutes). This cost is in addition to the original call that your teammate made or received.

Updated 7 months ago



Call Coaching


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