<!-- Source: https://docs.vinsi.ai/telephony/callCenter -->
# Call Center

Supervise call queues live, coach agents on calls, respond to alerts, and measure service level, occupancy, and adherence.

Created: September 16, 2026

Updated: September 18, 2026

## Overview

Open it from **CRM → Admin → Phone → Call Center**. Agents can also get to their own stats from the **My stats** link in the softphone. It works with the queues you build in [Call Queues](https://docs.vinsi.ai/telephony/queues). Tabs:

- **Live** — real-time wallboard (admins and supervisors; refreshes every 10 seconds).
- **Reports** — queue, agent, and skill reports with CSV export. Agents see **My stats** instead.
- **Settings** — reason codes, disposition codes, supervisors, and retention (admins).
- **Queue setup →** — jumps to Phone Settings → Queues (admins).

The same wallboard and settings are also in **Phone Settings → Queues** under the **Live** and **Codes & supervisors** views.

### Roles

| Role              | Who                                                  | Can do                                                                                                                                   |
| ----------------- | ---------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- |
| **Administrator** | Organization admins and owners                       | Everything, for every queue — including Settings, Change history, and queue setup.                                                       |
| **Supervisor**    | Members assigned to queues in Settings → Supervisors | Live wallboard and reports for their queues; change their agents' status, queues, and skills; listen/whisper/barge; get alerts by email. |
| **Agent**         | Primary or backup members of a queue                 | Set their own status (softphone or \*45/\*46/\*47) and view **My stats**.                                                                |

## Add Supervisors

1. Go to **Call Center → Settings** (admins).
2. In **Supervisors**, click **Add supervisor**.
3. Pick a member, tick the queues they supervise, and click **Save**.

Click **Edit** to change their queues; untick every queue and click **Remove supervisor** to remove them. A supervisor needs their own softphone or desk phone to monitor calls.

## Live Wallboard

### Queue Tiles

| Metric                             | Meaning                                                                          |
| ---------------------------------- | -------------------------------------------------------------------------------- |
| **Waiting**                        | Callers holding now. Amber when any are waiting, red at the queue's alert count. |
| **Longest wait**                   | How long the oldest caller has held. Red at the queue's wait alert.              |
| **Agents free**                    | Agents ready for a call. Red at zero.                                            |
| **On calls**                       | Agents talking now.                                                              |
| **Answered today** / **Abandoned** | Since midnight in your organization's time zone.                                 |
| **Service level**                  | Share answered within the queue's target seconds; green at or above target.      |
| **Avg answer**                     | Average time callers held before an agent answered.                              |

### Agents Table

Columns: **Agent**, **Status**, **For**, **Queues**, **Handled today**, **Avg talk**.

| Status                      | Meaning                                                                            |
| --------------------------- | ---------------------------------------------------------------------------------- |
| Available                   | Ready for queue calls.                                                             |
| Ringing / On a call         | A call is ringing or connected. **For** shows the call timer.                      |
| After-call work             | Wrapping up; no queue calls until done.                                            |
| Unavailable · reason        | On break, lunch, etc. **For** turns red when past the reason's limit.              |
| Logged out                  | Not taking queue calls.                                                            |
| Available — no phone online | Marked available, but none of their phones are connected — calls can't reach them. |

Action buttons on each row:

- **Unavailable** (pick a reason) / **Available** — change the agent's status.
- **End wrap-up** — end after-call work early.
- **Log in** / **Log out** — add or remove the agent from queue calls.
- **Listen** / **Whisper** / **Barge** — while the agent is on a call.
- **Queues & skills** — change the agent's queues and skills.

### Queues & Skills

In the **Queues & skills** dialog, set each queue to **Not in queue**, **Primary**, or **Backup** (backup agents only get calls after primary agents). Under **Skills**, set Primary / Secondary / Training, **Remove** skills, or search to add one. Click **Save** — changes apply to the phone system right away. Supervisors can only change queues they supervise, but skill changes affect every queue and hunt group. See [Skills-Based Routing](https://docs.vinsi.ai/telephony/skillsRouting).

## Listen, Whisper & Barge

1. On the Live wallboard, find an agent who is _On a call_.
2. Click **Listen**, **Whisper**, or **Barge**.
3. Your softphone and desk phone ring — answer to join the call.

| Mode        | Who hears you              | Switch key |
| ----------- | -------------------------- | ---------- |
| **Listen**  | Nobody — silent monitoring | 4          |
| **Whisper** | Only the agent (coaching)  | 5          |
| **Barge**   | Agent and caller           | 6          |

Press the keys during monitoring to switch modes. You can't monitor your own call. Every use is recorded in Change history.

## Alerts

Alerts appear in the **Alerts** card on the wallboard (last 24 hours) until someone clicks **Acknowledge**, and are emailed as **Call center alert: …** to the queue's supervisors plus any addresses in the queue's **Also email alerts to** field. Admins who aren't supervisors see alerts on the wallboard but aren't emailed.

| Alert             | Triggers when                                                               | Set in queue                                  |
| ----------------- | --------------------------------------------------------------------------- | --------------------------------------------- |
| Long wait         | A caller waits past the limit (at most every 10 min per queue)              | Alert when a caller waits (seconds)           |
| Too many waiting  | Waiting callers reach the count (at most every 10 min)                      | Alert when this many are waiting              |
| Overflow          | A caller times out, finds no agents, or finds the queue full                | Alert when a caller overflows (on by default) |
| Reason over limit | An agent stays Unavailable past the reason code's max minutes               | Reason codes (Settings)                       |
| Service level     | Last hour had 5+ callers and service level is below target (at most hourly) | Answer within / Service level target          |

## Callback Requests

When queue callbacks are on, **Callback requests (last 7 days)** lists callers who pressed 1 to be called back.

| Status                                                          | Meaning                                                           |
| --------------------------------------------------------------- | ----------------------------------------------------------------- |
| Holding their place                                             | Waiting in line without staying on the phone.                     |
| Agent connected — calling                                       | An agent is free and the caller is being dialed.                  |
| Called back                                                     | Completed.                                                        |
| Caller didn't answer / Timed out in queue / No agents available | Needs follow-up — call them yourself, then click **Mark called**. |

Click **Dismiss** to clear finished requests from the list.

## Reports

Choose **From** / **To** dates or a preset (**Today**, **7 days**, **30 days**, **90 days**; up to 400 days) and a **Queue**. Click **Export CSV** to download the report you're viewing.

### Queue Performance

| Metric               | How it's calculated                                                                                                           |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------------- |
| Offered              | Every caller who reached the queue, including after-hours and overflow.                                                       |
| Answered / Abandoned | Callers an agent answered / callers who hung up while waiting.                                                                |
| Abandon rate         | Abandoned ÷ finished calls.                                                                                                   |
| Overflowed           | Timed out, no agents, or queue full.                                                                                          |
| After hours          | Callers who arrived while the queue was closed.                                                                               |
| Callbacks            | Completed ÷ requested callbacks.                                                                                              |
| Avg speed of answer  | Average hold time of answered calls.                                                                                          |
| Avg handle time      | Average talk + wrap-up per answered call.                                                                                     |
| Service level        | Answered within the target seconds ÷ finished calls (excluding after-hours). Abandoned and overflowed calls count against it. |
| Dispositions         | Count of each outcome agents picked.                                                                                          |

### Agent Performance

| Metric                                        | How it's calculated                                                              |
| --------------------------------------------- | -------------------------------------------------------------------------------- |
| Handled                                       | Queue calls the agent answered.                                                  |
| Logged in / Available / Wrap-up / Unavailable | Time in each status, with Unavailable broken down by reason.                     |
| Occupancy                                     | Talk + wrap-up time ÷ time available or wrapping up.                             |
| Adherence                                     | Time available or wrapping up during the agent's Work Schedule ÷ scheduled time. |
| No disposition                                | Answered calls without an outcome picked.                                        |

Adherence shows _No schedule_ until the agent is added to a Work Schedule in **Tickets → Admin**.

**Skill coverage** shows eligible agents per queue by skill level — see [Skills-Based Routing](https://docs.vinsi.ai/telephony/skillsRouting#skills-coverage).

### Change History

Admins see who changed what — queues, skills, agent queues and skills, codes, supervisors, settings, audio, and monitoring — with the most recent 500 entries in the date range.

## Settings

### Reason Codes

Reasons agents pick when going Unavailable, each with an optional max minutes (1–1440). Supervisors are alerted when an agent stays longer. Add with **New reason, e.g. Coaching** → **Add**. Codes can't be deleted — use **Turn off** so old reports keep their names.

| Default reason   | Max      |
| ---------------- | -------- |
| Break            | 15 min   |
| Lunch            | 60 min   |
| Meeting          | 60 min   |
| Training         | 120 min  |
| System Issue     | 30 min   |
| Back-Office Work | No limit |

### Disposition Codes

Outcomes agents pick during after-call work. Defaults: Resolved, Escalated, Transferred, Callback Scheduled, Voicemail, Misdirected. Turn on **Agents must pick a disposition** in a queue to require one (wrap-up then lasts at least 60 seconds).

### History Retention

Queue call records, agent status history, alerts, and change history older than this many days (7–3650, default 90) are deleted automatically.
