Monitoring calls with the Live calls dashboard (Talk Professional and Enterprise)

Using the Live calls dashboard, team managers can see at-a-glance all ongoing calls, listen in on agent conversations and barge in on calls when agents need support or escalation.

Note: If you and your team are using the call monitoring feature of Zendesk Talk, ensure that your custom greetings provide adequate notice in accordance with your state or country's telephone recording laws. Default greetings created before call monitoring was launched on March 14th, 2017, do not alert callers that their call may be recorded and monitored.

To use the Live calls dashboard, you'll need the following permissions:

• Administrators and custom roles with System > Can manage channels and extensions permissions (see Agent permissions) can access the Live calls dashboard and interact with calls.
• Users with only the Channels > Can view Zendesk Talk dashboard permission cannot monitor calls.
• Users with the correct permission who don't have a Talk Agent seat can view the dashboard but not interact with calls.

This article contains the following topics:

• Viewing the Live calls dashboard and monitoring calls
• Auditing call monitoring activity

Viewing the Live calls dashboard and monitoring calls

The Live calls dashboard contains the following information for each live call:

• The agent on the call
• The group the agent belongs to
• The call type (inbound or outbound)
• The caller number
• The ticket related to the call
• The call duration

Use the procedure below to learn how to open the Live calls dashboard and monitor calls.

To view the Live calls dashboard and monitor calls

1. From the product tray, select Talk.

   

2. In the new tab that opens, click the Live calls icon in the sidebar.

   

   The dashboard opens. You can filter the dashboard by agent or group name using the search field in the upper right.

   

3. In addition to viewing live call information, the dashboard enables you to take the following actions:
   • Listen into a call: To monitor a call without notifying the agent or caller, click Listen.

     

     Note: Only one agent can listen to a call at a time.
   • Join an existing call (barge): Click Barge to join the call. The agent and caller will both hear a beep notifying them a third party has joined.

     

     Click End barge to leave and return to listening in to the call.

     

     Note: Only one agent can barge into a call at a time. The original agent must remain on the call; if they disconnect, the call will end.
   • Stop listening in: Click Leave call to stop listening to the call.

Auditing call monitoring activity

You can export a comma-separated values (CSV) file containing an audit report of call monitoring activity.

To the call monitoring activity report

1. In Zendesk Support, click the Admin icon () in the sidebar, then click Channels > Talk.
2. Click the History tab.
3. Click the Export Monitoring CSV button.

   

The report will be emailed to the address associated with your user account.