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The Complete Guide to Managing Call Center Agents

As a call center manager, a lot is on your shoulders. From day-to-day tasks and monitoring operations to keeping everyone happy and setting goals, it’s essential you have a resource to turn to for learning and development. Look no further, dive into the complete guide to managing call center agents and discover new ways to improve call center operations, and help share the weight. Check back often for new content and updates ― as the call center industry is always changing and new products are continually being developed to help make your life easier.

Strategies for Keeping Call Center Agents Engaged and Efficient

Keeping your call center and its agents efficient often goes hand-in-hand. When one is efficient, the other usually follows. However, it’s not always so simple. Thankfully there are multiple foolproof ways to improve your agent efficiency.

Build Effective Agent Training Guides with Lasting Effects

Often it falls onto the call center manager to properly onboard and train agents to make them the most effective. Ongoing agent training is an excellent way to make sure all your agents are on the same page and up to date on the latest practices and regulations. Ensuring your agents know how to handle any situation boosts efficiency and provides customers with the best service as well.

Here are a few examples of ways to help your call center agents become more familiar with selling and supporting:

  • Create an effective onboarding program and don’t stop there. Build ongoing training procedures that help fine-tune agent skills.
  • Show your call center agents you care by providing incentives for sales and the quality of service provided.
  • Introduce top-performing call center agents and make them available for training.
  • Don’t be afraid to do one-on-one training in addition to group training.


Gain access to the tools your call center needs.

Call Agents Working Around The Clock

Equip Agents With the Necessary Tools

Providing agents with the tools they need to perform their daily tasks is key to keeping employees efficient. Insufficient resources make it difficult for agents to excel and accomplish their goals efficiently. Additionally, having the best call center software boosts agent productivity by allowing agents to maximize the amount of time spent working.

Award Winning Call Center Software

Help Agents Feel Valued and Motivated

Every organization has the opportunity to exceed expectations by the way they manage their team. Doing so can be done by showing your agents they are valued and heard. Listening to agent feedback and experiences can result in improving your contact center as a whole and giving your agents the motivation to keep going. Keeping morale high can make the difference between having an agent with unsatisfactory performance and one who goes the extra mile.


Nurture Agent and Consumer Relationships

Nurture Agent and Consumer Relationships

Your call center’s success relies on the thing that matters most — your agents’ relationships with your customers. Every company attempts to create an overall satisfactory customer experience, but it can be harder than it seems. With constant changes concerning customer expectations, your call center should be on the lookout for best practices to improve customer relationships.

Positive customer experiences generate loyalty throughout your organization. There is always room for improvement as your organization grows and succeeds. It all starts with the right tools to get you started.


Four Things Call Center Agents Need to Know for Exceeding Customer Expectations

1. Know The Product

1. Know the product

The primary purpose of a call center agent is to provide support and sell products. As more organizations rely on call center agents to do their selling, it is critical that the agents thoroughly understand the products and services they are selling or working with. New agents joining the call center team will need to quickly get up to speed.

Enabling your agents with knowledge about the product or service they specialize in is a simple way to dramatically improve your company’s customer service and satisfaction.

Chances are, many of the customers calling have already searched online about how to pay a bill or found the information that is easily accessible. Remember that they are calling to take advantage of the niche knowledge and expertise they expect your agents to have. Your agents need to be educated and prepared to help.

2. Know The Company Culture

2. Know the company culture

Agent productivity and job satisfaction are directly tied to the culture of any organization and are central to a top-notch call center. The way an organization treats its employees and the way employees treat each other can greatly impact the culture of a company.

When agents feel they are treated well, being more motivated and engaged will follow suit. A Gallup poll reports that 15% of global employees feel engaged with their work and that 70% of the variance in team engagement is determined solely by the manager. The culture and management within a call center can set agents up for success.

Gallup explains that exceptional organizations create a culture of engagement where employees can perform at their best. Call center agents want to succeed. Help them.

To increase agent engagement, focus your call center goals on building a culture centered around positive experiences. Start with a small-scale initiative like equipping agents with tools that help prepare them to interact with customers in a way that is consistent with business objectives.

Find out how call centers increase agent happiness.

3. Know The Customers

3. Know the customers

Managers may fully understand their customer demographics, but do the agents? Exceptional customer service starts by truly understanding your customer base. Once agents are educated about the customer, you can start tailoring your approach. Ensuring your agents understand who your customers are will dramatically change how agents interact with them.

The quality of service your call center provides is a direct reflection of your company and agents on the front line. Building positive customer relationships takes effort and happens over the lifetime of a customer. On the inverse side, one bad customer experience can cost you a potential customer.

A Few Things to Remember:

  • Match customer behavior — communication style or channels like email, SMS, and voice
  • Anticipate customer needs before they ask
  • Take control and personalize empathy to help build rapport

4. Know When They Are Out Of Their Depth


4. Know when they are out of their depth

It takes guts for a call center agent to admit they need help. Only the wisest of agents would acknowledge that they are wrong or in over their heads. Ideally, a situation like this doesn’t come up too often, but agents should never hesitate to ask, transfer, or escalate a call when they need help. Part of a manager’s job is helping agents feel comfortable asking questions and seeking help.

A part of knowing how to handle a situation also includes the ability to be flexible. Even if that means branching out and implementing software such as IVR (Interactive Voice Response) to simplify and improve the customer experience. Customers place value on companies who offer immediate help — whether that is speaking to a live agent on the phone or using live chat.

Over the past few years, live chat features have become more prominent as methods of customer service change according to customers’ needs.


Cloud Software for the Modern Contact Center

Interactive Voice Response (IVR) Solutions That Benefit Everyone

67% Of Consumers Prefer Self-Service Options

Ensuring that your agents step up to the plate to execute a quality customer experience is not always an easy task. Luckily, advanced cloud-based features and tools help optimize the customer experience. Interactive Voice Response (IVR), an automated customer service solution, can help your call center increase customer satisfaction by utilizing self-service options to meet caller needs. With over 67% of consumers preferring self-service options, providing customers with what they want will set your call center apart from the competition.

The benefits of IVR don’t stop there though, take a look at three immediate benefits of implementing an IVR system in your call center.

Improve Professionalism

1. Improve Professionalism 

It may feel like advanced call center solutions and impressive features are only for the big corporations. However, small businesses worldwide are implementing IVR systems that give them the professionalism equal to a large company. You can ensure your customers have a pleasant interaction with your call center by using an IVR system – complete with a professional voice and self-service options.

Increase First Contact Resolution

2. Increase First Contact Resolution

Customers will be able to go through the customized prompts and navigate their way to finding the information or help they need. As a customer goes through the IVR prompts and navigates their way to speaking to an agent (if needed), their information is gathered along the way. This information is then used to direct the customer to an agent skilled in helping solve the issue. This process ensures the customer is getting the assistance they need from the first agent they are connected to, and reduces the need for multiple phone calls.

Increase Agent Efficiency

3. Increase Agent Efficiency

Implementing an IVR system into your call center is the key to helping your agents problem-solve efficiently. With the right self-serve options available to customers, many will be able to find the help or information they need without ever speaking to an agent. This frees up your agents’ time and allows them to focus on helping callers who do need live assistance. Doing so can also improve overall performance and help agents reach their KPI goals.

Get your call center out of the Stone Age.

How to Effectively Manage Remote Call Center Agents Working From Home (WFH)

Work From Home Model Using TCN Software

Many call centers adopt the work from home (WFH) model and employ agents that work remotely. Hiring remote agents can offer many benefits and expand the talent pool to select from. However, implementing a different work model also comes with different obstacles.

While agents are working remotely, the environment around their office space may change – but the atmosphere and way they handle client needs should remain consistent with company standards. Regulating these variables from afar can be a challenge. Take a look at a few pros and cons of having agents work remotely:

Contact Centers Are Able To Implement WFH Agents With Ease


  • Agent morale is high thanks to a comfortable working environment, convenience, etc.
  • Increase customer satisfaction by having more agents available nationwide, 24/7
  • Time is better utilized by eliminating work commute
  • Many employees have reported being more productive when working from home versus the office


  • It can be difficult for employees to separate work life with personal life
  • Agents can become more complacent when no one is around to keep them in line
  • Communication between agents and managers is all virtual, which can have limitations compared to face-to-face
  • Agents are more prone to distractions around the house

Contact centers are able to implement WFH agents with ease, thanks to cloud-based software. Agents can plug in and get to work from any location as long as they have an internet connection and a device that can support the software.

It is important to make sure each agent is equipped with everything they will need to succeed in their role while working from home. Reporting, analytics, and internal chat features allow for managers to give assistance, track agent productivity, and ensure that performance continues to stay at a professional level – no matter where agents are working.

3 Benefits of Having a Virtual Call Center

Call Center Software Features for Improved Agent Training

If done right, training your call center agents is an ongoing process. Nobody’s perfect, and there’s always room for improvement – which is why it’s important to do continuous agent training and coaching to keep moving in the right direction.

The Importance of Agent Coaching

The Importance of Agent Coaching

As call center managers train and manage their agents with analytics in mind, they can incentivize their workforce with data that reflects their agents’ performance. Exceptional performance only comes from call center workforces coming together as a team to improve and manage performance efficiently.

Ongoing training and coaching may seem like a challenging task to accomplish when you are handling agents and your own workload simultaneously. However, to maintain compliance regulations and stay away from possible risk, you need to stay on top of agent performance and capabilities. Thankfully there are tools and features that help you keep up with all the moving pieces.

Voice Analytics: The Secret to Enhanced Agent Performance

Voice Analytics: The Secret to Enhanced Agent Performance

Getting your agents on track starts with accurate data that gives insight into their performance. Voice Analytics is essential for ensuring that your agents are trained in line with your metrics and necessary KPIs. Not only that, but Voice Analytics helps call center managers to recognize patterns within their customer base. Your data can provide a lot of information about your customers’ experiences with agents, help you find ways to increase satisfaction, and improve agent training.

How you train your agents is reflected not only in their interactions with customers but as well as in your data. Call center managers who are receiving real-time insights from voice analytics are already at an advantage against their competitors who might be accustomed to sticking to outdated platforms and services.

Get Help With Voice And Speech Analytics

With the help of voice and speech analytics, managers receive:

  • Transcripts of every call
  • Call recording and redaction
  • Enterprise-level engagement analytics
  • Cloud-based call records

Real-time data is truly a win-win all around for call centers — regardless of circumstances. Why have your agents be blind-sighted by their performance data when they can train with the right tools and stay informed?

Speech analytics alone doesn’t resolve every possible roadblock call centers can face. Call center agents can still feel frustrated and overwhelmed with their team. It’s essential for call center managers to utilize cloud-based tools to communicate with their agents daily. The best goals and metrics you can make are based on previous performance indicators and feedback. Stay realistic and optimistic with your agents, and they will reciprocate with improved performance.

Rise to the top instead of drowning in information.

Get the Most Out of Your Data and Reach Goals

Get the Most Out of Your Data and Reach Goals

Another tool for your call center’s toolbox is Business Intelligence; don’t be fooled, it doesn’t just provide a call center with data and numbers. Business Intelligence equips an organization with the information it needs to understand internal performance and make predictions for the future.

Putting your data to work can help your call center agents stay productive. Business Intelligence provides your call center with deeper insights and an understanding of how your operations are going, and where it is lacking. Identifying areas that your call center agents do not appear to be proficient in, let you know what to focus on with your agent training.

With advanced Business Intelligence data, you can track individual agent performance — helping you identify areas in need of improvement. Being on the lookout for any data that indicates your agents need additional coaching or training can help you strengthen any weak spots in your armor. Setting new goals and metrics for your call center and its agents is essential to keeping up with the competition and becoming the best you can be — this can become a regular practice every quarter.

Keep An Eye On The KPIs

KPIs to Keep an Eye On

As a call center manager, you are constantly hearing about metrics and reaching goals. However, with so much talk, you might get confused about some of the basics involved in doing so.

Tracking how your call center agents are performing begins with paying close attention to specific insights from Key Performance Indicators (KPI). KPIs inform you about how your call center is performing on certain metrics. It also aids in the process of setting goals to help your agents work efficiently and improve customer service.

Using the data from the KPIs, agents can set their own goals of improving their metrics and follow up the next month to see the progress they’ve made. While some KPIs specifically help with goals of improving performance, many are also important to keep an eye on to ensure there aren’t any red flags slipping past you.

Take a look at a few Key Performance Indicators to keep track of:

Call Arrival Rate
The number of calls that come every day and the particular high-call times. Tracking this metric helps you identify the average amount of calls you get in a day and know when you need more agents scheduled to handle busy times.

First Call Resolution (FCR)
Measuring if a call was successfully handled and the issue was solved in the first call, or if the inquiry will require any additional follow-up phone calls. Customers are happiest when they get the help they need as quickly as possible, tracking this data identifies best practices for resolving issues during the first call.

Average Handle Time (AHT)
The amount of time it takes for an agent to complete a call. Tracking this data helps you identify agents or common issues that have caused calls to take longer — allowing you to improve coaching or IVR options.

Right Party Contact Rate (RPC)
The total number of calls that successfully reached the right person the agent was trying to contact. Knowing how many calls have reached the correct person helps you track progress.

Revenue per Successful Call
Calculating how much revenue was made from a successful call. This helps you understand how successful a campaign is, and see the results of an effective sales presentation.

Experience personalized and efficient communcation.

The Power of Gamification in the Workplace

Who doesn’t like a good, friendly game that boosts moods and exercises some healthy competition? That’s exactly the goal of using gamification in a call center, to strategically enhance the daily workflow of call center agents.

Implement Gamification In Your Call Center

Utilizing gamification in your call center is all about making work feel a little less like work, and rewarding your agents for a job well done.

Turning work into the form of a game can help agents gain a better understanding of work concepts while keeping everyone more engaged and focused on their tasks.

Implementing a gamification strategy does not mean your call center will become a place of entertainment and lack professionalism. It simply drives engagement amongst call center agents and establishes a unique culture of employees working hard to achieve their goals. Gamification is an excellent way to help agents stay focused on constant improvement, knowing that they will be rewarded on an ongoing basis.

Gamification Creates Healthy Competition

Gamification in your call center can:

  • Create a healthy competition between call center agents
  • Encourage agents to go the extra mile and be more productive at work
  • Track performance progress
  • Create team collaboration and unity
  • Help agents feel valued and appreciated for their accomplishments

Boost your call center operations today.

Honest Customer Feedback Through Post-Call Surveys

Raw Customer Feedback Allows You To Fine-Tune Your Call Center

Post-call surveys are an effective way to get an understanding of your agents’ performance and how your customers are feeling. Through your IVR system, you can seamlessly direct a consumer through an automated feedback survey at the end of their conversation with an agent. In this post-call survey, you can ask a variety of questions about the customer’s experience and how well the agent assisted them.

Access to raw customer feedback allows you to fine-tune your call center — increasing satisfaction and loyalty.

Hearing from your customers if your agent was prepared to solve an issue or whether or not they felt valued as a customer can instantly shed light on any areas that need improvement. Whether it’s a problem with a specific agent or the need for supplemental training in a specific topic, implementing a post-call survey is one of the best ways to get useful feedback.

Experience personalized and efficient communication.

Tackling TCPA Compliance With Your Call Center Agents

Compliance should be at the top of your priorities when it comes to training and managing call center agents. With TCPA compliance regulations affecting every little detail of your call center operations, you can never be too careful.

Take The Necessary Steps To Ensure Agents Are Trained On Compliance

It’s essential that your call center takes every necessary step to ensure each agent is regularly trained on compliance — helping to prevent any potential problems. Any amount of time spent training call center agents on TCPA compliance regulations will never be wasted. Seeing as how agents deal with compliance-sensitive tasks on a daily basis, it’s best to err on the side of caution. Any agents who are not well prepared and trained in TCPA compliance could lead to problems and penalties that expose your entire organization.

A cloud-based call center software interface helps agents stay on top of TCPA guidelines and is designed to help automate compliance and minimize risk as regulations and rulings come and go. TCPA compliance measures should be implemented into all practices and products, from call recordings to SMS compliance. Training agents to better understand compliance and know the right and wrong things to do can boost confidence and productivity.


TCN’s Complete Guide to TCPA Compliance has everything you need to know about compliance and the best ways to implement it with your agents.

Managing call center agents can be a handful but equipped with the right tools and knowledge you’re set up for success. Let TCN share the weight by helping you improve performance and efficiency with cloud-based call center software that provides you with everything you need.

Get the complete guide to call center compliance.

Frequently Asked Questions (FAQ)

Frequently Asked Questions

How can an IVR help agents be more efficient?

An Interactive Voice Response (IVR) system automates customer service options to meet caller needs without needing agent assistance. By doing so, it frees up agent time — allowing them to be more efficient and spending time helping resolve more complex problems.

What is Workforce Engagement?

Workforce Engagement is a call center solution that allows call centers to record interactions, analyze data, and access actionable insights to help improve coaching and customer service.

What KPIs are most important for call centers/agents?

A Key Performance Indicator, or KPI, is a set of measurable metrics predetermined by an organization and used to evaluate specific goals, performances, and objectives within a business.

For call centers, KPIs are key to making sure both managers and agents are held accountable for customer interactions. With proper oversight these metrics also ensure that your brand and that customers receive a consistent and positive customer experience regardless of who they talk to.

Our top 5 KPIs to measure:

  • First Call Resolution (FCR)
  • Average Handle Time (AHT)
  • Right Party Contact (RPC)
  • Agent Wrap-up
  • Net Promoter Score (NPS)

TCPA Frequently Asked Questions

What is the Telephone Consumer Protection Act (TCPA)?

TCPA refers to the Telephone Consumer Protection Act 47 U.S.C. § 227. The TCPA aims to eliminate repetitive, irrelevant, or excessively intrusive calling practices. TCPA regulation extends to all facets of outbound telephone contact, including but not limited to auto dialed and manual phone calls, faxes, voice messages (both organic and automated), text messages, and automatic dialing systems.

The TCPA is continually changing due to new laws and cases that arise. For more updated information on the TCPA, check out our Complete Guide to TCPA Compliance.

What is Voice Analytics?

Voice Analytics, interchangeably called Speech Analytics, is a set of advanced tools for search and discovery combined with automated call transcription and reduction. Voice Analytics includes a highly flexible search engine for easily finding and retrieving calls through free-form combinations of keywords, phrases, acoustic measures, and call metadata.

Importance Of First Call Resolution

Why is First Contact Resolution (FCR) so important?

Hailed as one of the most important KPIs by call center managers, FCR measures how satisfied your customers are. Customers are happiest and more loyal when their concerns are resolved on the first call. There is a direct correlation between FCR satisfaction and the overall profitability of the call center.

How do I manage call center agents working from home?

Managing call center agents working remotely can be challenging, but with the right tools, you can keep things running smoothly — even from afar. Agent-to-agent and agent-to-manager internal communication is key to continue coaching and collaboration. Tracking agent performance and analytics will also give you all the information you need to know how your agents are working.

What is gamification in call centers?

Gamification is used to boost agent morale, performance, and productivity. This is done by using rewards or recognition prizes as a motivator to hit benchmarks and KPI goals. The driving purpose for gamifying your call center is to see increased performance, creativity, collaboration between agents & managers, and help make remote staff feel like a part of the team.

Want to learn more about call center terms?