To run a call center efficiently, you must look at or monitor every aspect. Keeping an eye on the agent’s performance and making sure the customer experience is up to the mark or not these details are vital for the call center’s success.

The purpose or method of monitoring may differ, but the end goal is to ensure that the operational efficiency of a call center remains intact.

Today, we’ll discuss what call center monitoring is, its types, importance, and much more. So, without any further ado, let’s get started.

What is Call Center Monitoring?

Call center monitoring refers to evaluating how your agents handle customer calls. This means it is a call center process with various methods to assess agent performance and customer experience. 

In simple words, call center monitoring is the practice of overseeing and assessing the interactions that take place between call center agents and customers. 

This contact center process uses a range of tools and techniques to evaluate agent performance, ensure the delivery of high-quality customer service, and gather insights for training and enhancement purposes.

General Steps of Call Center Monitoring

General Steps of Call Center Monitoring

Different call centers might have different monitoring steps. However, here are the general steps of call center monitoring. 

Step 1: Identify Objectives

It is essential to have an understanding of the objectives and goals behind call center monitoring. 

These objectives include enhancing customer satisfaction, ensuring compliance, improving agent performance, and identifying areas that require training.

Step 2: Set Call Center Metrics

Develop a set of standards and performance metrics to assess the quality of customer interactions. 

These metrics include first-call resolution, occupancy rate, adherence to scripts, accuracy in providing information, professionalism, and customer satisfaction ratings.

Step 3: Implement Call Recording

Implement call recording systems to capture audio or video recordings of customer interactions. Make sure to adhere to privacy regulations and inform both agents and customers about the recording process.

Step 4: Schedule Monitoring

Make sure to conduct both scheduled call monitoring. Random monitoring provides a glimpse into interactions, while scheduled monitoring enables targeted evaluation of agents or situations.

Step 5: Real-Time Monitoring

Observe phone conversations in time to offer instant feedback to agents. This enables managers and supervisors to provide coaching, corrections, and reinforcement of practices during the call.

Step 6: Evaluate Performance   

Evaluate recorded or live interactions using the specified criteria and metrics. Assess the extent to which agents meet the established standards and identify any areas that can be improved.

Step 7: Provide Feedback

Provide agents with feedback based on the evaluation outcomes. Emphasize their strengths and commendable actions as areas where improvements can be made. This feedback can be shared individually and discussed in team meetings.

Step 8: Training and Development

Create training programs and coaching sessions by leveraging the information gathered through monitoring. Focus on addressing areas of improvement or gaps in skills and knowledge identified during the evaluation process.

Call Center Monitoring Types

There are generally two types of call center monitoring: quality assurance and performance monitoring. Let’s learn about them in more detail. 

1. Quality Monitoring

This type of call monitoring involves checking the overall quality of conversations between call center agents and customers. It includes monitoring both the incoming and outgoing calls.

Call center managers can observe call recordings to see if the tone or the language they use meets the call center quality standards or not.

2. Performance Monitoring

Performance monitoring can be used to evaluate an individual agent’s or a whole team’s performance. The idea behind it is to find the areas that need improvement so that specific actions can be taken to streamline the call center’s operations.

You can track key metrics like call volume, average handle time, call abandonment rate, and much more.

3. Live Call Monitoring

Live calls can be monitored in real-time, and feedback can be provided to the agents if factors such as language or tone don’t adhere to the company’s policy or call center’s standards.

4. Desktop Monitoring

This type of call monitoring is used to check agents’ computer or desktop activity. Desktop monitoring is carried out in call centers to determine if agents adhere to their work schedules and use their time efficiently. 

Types of Calls Monitored

Types of Calls Monitored

There are generally four types of monitored calls. The use of these call monitoring is highly dependent on the purpose of the call monitoring. So, here are the types of calls monitored in a call center. 

1. Call Listening

Call listening is when a supervisor or manager secretly listens to a call between an agent and a customer. This allows supervisors to monitor customer interactions in time, ensuring quality, script adherence, and standards compliance.

2. Call Whispering

Call whisper or call coaching, also called whispering, is a feature that allows supervisors or managers to give confidential feedback to agents during calls without the customer being aware of the conversation. 

Whispering is utilized for coaching and guiding agents during customer interactions without causing any interruption in the call or making the customer aware of the supervisor’s involvement.

3. Call Barging 

Barging, also called barging, permits a supervisor or manager to enter a call between an agent and a customer. This allows them to actively engage with both parties and provide intervention or assistance during the customer interaction.

4. Call Recording

Recording calls encompasses capturing and preserving audio or video recordings of customer interactions, including outgoing calls. 

The purpose behind call recording is multifaceted, including ensuring quality assurance, monitoring compliance, training employees to resolve disputes, and gathering insights for enhancing customer service.

Why is Call Center Monitoring Important?

Call center monitoring is critical to knowing where the call center stands in the market. Businesses must conduct call center monitoring at regular intervals so that customers and revenue stay on the rise in a call center. 

  • Enhances Customer Satisfaction: Implementing modern technologies like chatbots and AI helps get to know the customer’s needs, emotions, and sentiments. This way, you can appropriately interact with them and forecast future responses. 
  • Improves Agent Performance: With the help of the call center tool, an agent’s work can be tracked from a close angle. Based on that, improvements can be made on the weaker points of agents with the right coaching or training.
  • Improves Agent Morale: Sharing insights into the agents’ performance and providing them with a constantly improving environment helps them feel supported. So, they will likely turn into happy employees.
  • Increase Customer Loyalty: Call center monitoring is critical for understanding your customers and their needs. With that, you can create targeted marketing campaigns and personalize the customer experience, making them return.

Key Roles for Effective Call Center Monitoring

Several parties should come together and work as a unit to perform effective call center monitoring. These are:

1. Call Center Manager

  • To handle the day-to-day operations. 
  • Hiring, training, and motivating agents to serve the customers better.
  • Set a fixed monitoring program that aligns with the organizational goals.
  • Measure performance with key metrics like call volume, call-waiting time, etc.
  • Proper resource planning to make the best out of the resources like people, technology, etc.

2. Call Center Supervisor

  • Manage and look after the team of agents. 
  • Guide and assist agents by providing regular feedback.
  • Evaluate key performance indicators and metrics regularly.
  • Help agents in picking up calls during peak hours.

3. Call Center Agents

  • Accomplish call quality guidelines when interacting with customers every single time.
  • Engage with customers politely, solve their queries promptly, and try to make them happy.
  • Listen to the supervisor’s feedback and try implementing them in your work.
  • Keep upgrading your skills and knowledge to enhance the customer experience.

Best Practices for Call Center Monitoring

Best Practices for Call Center Monitoring

After hours of extensive research, we have found some of the most effective ways to enhance call center monitoring. So, let’s glimpse these best practices for call center monitoring.

1. Set Realistic Goals

First and foremost, before jumping into call quality monitoring, identify your objectives or goals behind call center monitoring. 

You can start by asking yourself questions like: 

  1. What is the volume of calls that you’re going to monitor?
  2. What is the frequency of calls that you’re going to monitor?
  3. How are you looking to monitor your calls?

2. Select the Right Metrics

Select and track the metrics that match your company’s goals. Keeping a regular eye on the metrics and key performance indicators gives you a clear idea of how you deal with your customers.

Some of the metrics that you can focus on are customer satisfaction (CSAT), customer retention rate (CRR), average handle time (AHT), average waiting time, etc. 

3. Use Call Center Software

You must invest in software that includes in-built monitoring tools, AI-powered automation, omnichannel agent workspace, reporting, and analytics. This way, call center managers can get an overall insight into the call center operations and make further improvements.

4. Provide Proper Training to Agents

Sit closely beside your agents and tell them the importance of call center monitoring and how it impacts the organization. 

Invest in agent training so that the agents have the required skills to fulfill their work duties. As a result of that, call center operations become smooth and minimize disruptions.

5. Offer Actionable Feedback

You have to provide regular feedback to agents on whether they are doing good work. Constructive feedback should be provided, covering the strengths and improvement areas.

Challenges Facing a Successful Call Center Monitoring Strategy

Sometimes, a successful call center monitoring strategy is interrupted by challenges, so you need to mitigate them to have a hurdle-free path ahead. Here are some of those:

  1. Investing in the wrong metrics that don’t align with your overall business goals can hamper the customer experience and the efficiency of the call center.
  2. Due to excessive monitoring, sometimes agents can feel judged or make them discouraged.
  3. Providing back-to-back feedback can disrupt the agent’s workflow and reduce the engagement ratio.
  4. Using traditional technology can slow down call center operations and lock the scope of monitoring insights.
  5. A heavy budget is required for adequate resources, implementation of newer technologies, and conducting training programs.


For a call center to be a hit in the market, it needs a multifaceted approach. You need to choose the correct monitoring metrics that align with your organization’s target, invest in the right technology, and keep up-to-date with the changing customer needs.

Monitoring with the right intent and attitude can gain valuable insights into the call data and agent’s performance and know what customer desires. 

An adequately strategized monitoring program can reap many benefits like customer satisfaction, a boost in agent performance, and overall glory for business.

Frequently Asked Questions (FAQs)

What is Real-time Monitoring in a Call Center?

Real-time monitoring in a call center refers to using tools and software to oversee and track agent calls as they happen in real time. These tools provide supervisors and managers with an overview of call center operations. 

How can I Improve my Call Center Quality?

Here are some common ways you can significantly improve your call center quality.

  • Hire the right people. 
  • Invest in ongoing training. 
  • Implement quality assurance software.
  • Invest in CRM software.
  • Benchmark your performance. 
  • Choose and focus on maintaining key call center metrics. 
  • Promote a positive work environment. 

Why is Call Monitoring Important?

Call monitoring is essential for several reasons. Some of them include:

  • Quality assurance. 
  • Employee training and development.
  • Agent performance evaluation. 
  • Improving customer experience. 
  • Identifying recurring issues and resolving them. 
  • Risk management and mitigation.
  • Data analysis and reporting. 

How Many Calls Should be Monitored in a Call Center?

The suggested number of calls that should be monitored in a call center is 1-3%. No concrete number of calls should be monitored in a call center. This number can vary depending on the organization’s size, the agents’ experience, risk, and compliance.

Sandipan Khadka is an Associate Content Writer at Dialaxy with the knack of writing content that is appealing for the readers. He has written broadly in the area of VoIP and call center solutions.