How to use call monitoring in Zoho?


Software
2024-01-21T19:18:04+00:00

How to use call monitoring in Zoho?

Do you want to maintain more detailed control over the phone calls of your sales or customer service team? How to use call monitoring in Zoho? It is the solution you were looking for. With this useful Zoho tool, you can monitor calls in real time, listen to past conversations, and provide immediate feedback to your collaborators. You will no longer have to worry about not being able to monitor interactions with customers, because with Zoho you can do it simply and effectively. In this article, we will explain step by step how to make the most of this feature to improve the performance of your team and the satisfaction of your customers.

– Step by step -- How to use call monitoring in Zoho?

  • Access your Zoho account: The first thing you need to do is log in to your Zoho account with your login credentials.
  • Navigate to the calling module: Once inside your account, go to the calling module in the main navigation bar.
  • Select the call monitoring option: Once inside the call module, find and click on the call monitoring option.
  • Choose the call to monitor: From the list of available calls, select the one you want to monitor to get more details about the call in question.
  • Listen to the call live or recorded: You will have the option to listen to the call live if it is still in progress, or you will be able to listen to the recording if the call has already ended.
  • Take notes or provide feedback: During and after supervision, you can take notes about the call or provide feedback directly in the Zoho platform.

FAQ

FAQ on using call monitoring in Zoho

How do I access the call monitoring feature in Zoho?

1. Zoho login.
2. Go to the “Calls” tab in the navigation bar.
3. Select the “Call Monitoring” option.
4. Ready to start!

How can I listen to live calls using call monitoring in Zoho?

1. Select the live call you want to listen to.
2. Click the “Listen” button.
3. You will be able to listen to the call in real time!

Is it possible to make annotations while monitoring calls in Zoho?

1. Click on the “Call Monitoring” option.
2. Select the live call.
3. Click the “Annotate” button to add notes during the call.

How can I chat with agent during call monitoring in Zoho?

1. Select the live call.
2. Click “Start Conversation” to chat with the agent.
3. Start chatting!

Can I share my screen while monitoring calls in Zoho?

1. Click on the “Call Monitoring” option.
2. Select the live call.
3. Click “Share Screen” to start viewing.

Where can I find call monitoring history in Zoho?

1. Go to the “Calls” tab in the navigation bar.
2. Select the “Monitoring History” option.
3. There you will find all the monitored calls!

How can I manage call monitoring options in Zoho?

1. Click on the settings icon.
2. Select “Call Monitoring Options.”
3. Customize options to your needs!

Is it possible to record calls during monitoring in Zoho?

1. Select the live call.
2. Click "Start Recording."
3. The call will be recorded automatically!

How can I filter monitored calls by date in Zoho?

1. Go to call monitoring history.
2. Select the “Filter by date” option.
3. Choose the desired date to view monitored calls in that period.

What should I do if I experience technical issues while monitoring calls in Zoho?

1. Contact Zoho Support.
2. Report in detail about the problem you are experiencing.
3. You will receive professional assistance to solve the problem!

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