Prerequisites

The following permissions:

A selected phone

Note:
  • When you use a supported SIP phone, the system automatically answers your phone, enabling the monitoring and coaching session.
  • When you use a remote number or any phone provisioned externally to Genesys Cloud, the phone rings and requires you to pick up to start the session.

Monitoring and coaching features are available for interactions that are in progress.

  • Monitoring allows you to listen to an interaction without disturbing the conversation between the agent and the customer. Neither the customer nor the agent are aware that you’re monitoring the interaction. 
  • Coaching allows you to drive improvements by offering comments and advice to the agent during the interaction. Customers are not aware of the coaching session and cannot hear your conversation with the agent.

The monitoring and coaching features are available on the interaction’s detail page. To access the details page, click an in-progress interaction from any of the following views:

Note: You cannot monitor or coach an interaction and participate in the call at the same time.

Monitor the interaction

To monitor the agent or customer:

  1. Go to Performance > Interactions. From the list of On Queue agents, select the agent you wish to monitor.
  2. Do one of the following:
    • To monitor an agent, under Internal, select Monitor from the list next to the agent name. If there are multiple agents, first select the agent to monitor from the Multiple list. 
    • To monitor the customer, under External, select Monitor from the list next to the customer name. 
  3. Once Genesys Cloud connects your phone to the interaction, answer your phone and listen to the interaction. 
  4. When you’re ready to stop monitoring the session, select Stop Monitoring next to the name of the agent or customer you’re monitoring. 

Notes:
  • Genesys Cloud does not notify the agent or customer that you are monitoring them.
  • While you are monitoring a call, your name appears in the interaction details as an internal participant with beside your user name.
  • To monitor a call, your status must be set to Available.

    Which participant should I monitor?

    You can choose to monitor either the internal (agent) or external (customer) participant. When a call is in progress, you can hear both of them. However, when the agent places the call on hold or transfers the call, you hear only the participant that you chose to monitor.

    The following table shows which participant you hear in those scenarios:

    Active call Hold Transfer
    Monitor Internal Participant Both Agent (Internal) Agent (Internal)
    Monitor External Participant Both Customer (External) Customer (External) and new agent

    Coach the agent during the interaction

    To coach an agent during the interaction:

    1. Under Internal, select Coach from the list next to the agent name. If there are multiple agents, first select the agent to monitor from the Multiple list. 

      Genesys Cloud connects your phone to the interaction.
    2. Answer your phone and coach the agent.
    3. When you’re ready to stop coaching, select Stop Coaching next to the agent’s name. 

    Notes:
    • Genesys Cloud does not notify the customer that you are coaching the agent. 
    • While you are coaching an agent, your name appears in the interaction details as an internal participant. 
    • To monitor a call, your status must be set to Available.
    • Genesys Cloud allows one coaching session at a time for an agent on a call.

    Switch between monitoring and coaching

    You can switch between monitoring and coaching on the same interaction. For example, you could monitor the call and then switch to coach to talk the agent through a difficult situation. To switch, first stop the current activity, either monitoring or coaching, by selecting the appropriate option from the list next to the name, and then select the alternate activity. You can switch between Monitor and Coach as many times as you’d like.

    The interaction timeline indicates the monitoring and coaching sessions.