Call Center Monitoring Forms
Conduct quality evaluations for live and recorded calls, automatically document observations, and immediately provide feedback
Conduct quality evaluations for live and recorded calls, automatically document observations, and immediately provide feedback
Published 2 Dec 2020
Call center monitoring, also called agent monitoring or call logging, is the process of continuously evaluating inbound and outbound calls and providing feedback to acknowledge best practices and address areas for improvement. Conducted by QA analysts using call center monitoring forms, call center monitoring can help maintain company profitability by aligning employees’ practices with that of the company’s overarching goals.
Use this Call Center Quality Assurance Form to help evaluate calls and observe if representatives followed standard call protocols. This will help check if call representatives understand customer concerns and offer the most appropriate solution. The form also covers the end call behavior of call representatives. Conclude the evaluation by providing observation and recommendation on how representatives can improve the quality of service. Use iAuditor to generate and capture data report and compare trends of failed responses through Analytics. You can also limit the editing permissions of your iAuditor users to make sure the QA templates are standard across the board.
In this article, we will briefly cover the following:
Also called call center quality assurance forms, call center monitoring forms are tools used by quality assurance teams to assess the calls of representatives and help set a benchmark to sustain the level of call quality across call centers.
Call quality monitoring forms help QA analysts by setting a standardized means of identifying areas for improvement, recognizing best practices, recording observations, and providing feedback that can help further improve the performance of call center representatives.
This sample call center quality monitoring form was built with the general best practices of call centers in mind. Downloadable as a digital monitoring form or as PDF, this call monitoring form follows the natural flow of a call and is composed of the following sections:
Usually, for call centers with in-house QA teams, the QA analysts are mostly from the same pool of talents who handled calls and were able to gain expertise over time on the products or services that call center agents are handling. They provide feedback to call center agents and work closely with team managers to help improve team performance and elevate the level of call quality.
In the case of recorded calls, the best time to conduct call monitoring is soon after a call is made. The earlier that QA analysts provide feedback on areas for improvement, the sooner can call center agents have the opportunity to correct non-compliance.
QA teams ideally have a dedicated area or room where call monitoring can be conducted without disruptive noise and where interruptions can be avoided. Whether the calls being monitored are recorded or live, it is crucial that the QA area helps the QA analysts stay alert and concentrate in order to properly capture everything and be accurate with documentation about the calls being monitored.
iAuditor by SafetyCulture is a powerful mobile auditing app that can help QA analysts and team managers capture observations during call monitoring and generate reports that would be needed during feedback sessions with call center agents. As a tool that can help benchmark call center practices, any changes to call monitoring forms can be updated in the iAuditor software by the designated person and the changes will automatically update on the QA team’s call monitoring forms.
We have prepared these free call center monitoring forms that you can use on the iAuditor app or download as PDF. You can use the forms as is or edit them in iAuditor to better fit the needs of your call center.
Use this Call Monitoring Form to help QA specialists evaluate call representative’s service interaction with the customer. This will help check if call representative’s language accuracy, comprehension, reasoning skills, and customer rapport were: Exceptional, Effective, Below average, or Needs Improvement. Use iAuditor’s scoring feature to gain insights into how call representatives are performing over time. Determine frequently failed responses and know which to prioritize for action plans.
This Comprehensive Call Center Quality Monitoring template offers a more detailed assessment of employee call interaction with customers. Begin with the evaluation of how the call began, observe representative’s problem-solving methods, call etiquette, and script compliance. Note other observations and provide recommendations. iAuditor templates are fully customizable to suit your QA needs. Secure collected data via iAuditor’s cloud-based storage.
This call center employee evaluation template is consists of 13 essential questions to evaluate how calls were handled. Observe if agents adhered with company policies and determine if agents were able to address customers’ needs with the appropriate tone of voice. Use iAuditor to document significant data and share QA reports with your QA team.
