Monitor agents in real time

The Agent Monitoring page lets you listen in on a call and view an agent’s screen in real time. Use live monitoring to ensure the quality of service to customers and the agents’ proficiency in handling customer contacts and associated applications.

With live audio monitoring, you can hear (but not interact with) any party on a call. With live screen monitoring, you can view an agent’s screen activity, whether or not that agent is on a call. You can monitor only one agent at a time.

NOTE   The Smart Desktop Client - Screen Recording Priority field on the QM Global Settings page allows you to set where the screen recording takes place (at the thin client or end-point/PC) when a user is logged in to both. (See Configure QM global settings.)

Prerequisites

  • You have the Agent Monitoring permission.
  • You are using Chrome, Firefox, or Edge Chromium as your browser. Agent monitoring is not supported in Internet Explorer.
  • Agents’ calls are recorded through desktop recording (endpoint) or server recording .
  • (for live screen monitoring) Smart Desktop is installed on agent PCs.
  • (for NAT environments only) The Calabrio ONE environment includes a configured STUN/TURN server.
  • Ports TCP/UDP 49152–65535 are open in your firewall.

Page location

Application Management > Global > Monitoring > Agent Monitoring

Procedures

Filter the list of agents

  • By default, the page displays all connected agents within your scope along with their current status. To more easily locate the agent you want to monitor, use the Group, Team, and Agent drop-down filters to narrow the list of agents.
  • Further narrow the list of agents by selecting the Show only connected users, Desktop Client, and Live Monitor check boxes.
  • You can also limit results by choosing the number of past days’ data to display.
  • Click Reset at any time to revert to the default filter settings.

Monitor an agent’s audio

NOTE   Live audio monitoring is not available if your system uses gateway recording.

NOTE   Before starting a live audio monitor, always verify that the agent is logged in.

  1. Click the desired agent’s audio monitoring icon . The icon’s color indicates the agent’s monitoring status.

    color description

    Black

    The agent can be monitored.

    • The agent is configured for Desktop Recording and has Smart Desktop Client running on their PC with the correct permissions for live audio monitoring.
    • The agent is configured for Server recording and is assigned to a monitored device on the Device Associations page (Application Management > QM > QM Configuration > Device Associations).

    Gray

    The agent cannot be monitored.

    • The agent is configured for Desktop Recording but is not logged in, does not have Smart Desktop Client running on their PC, or does not have the correct permissions for live monitoring.
    • The agent is configured for Server Recording and is offline or not assigned to a monitored device on the Device Associations page (Application Management > QM > QM Configuration > Device Associations).

    Green

    The agent is being monitored.

    Blinking yellow

    The agent is available but for some reason cannot be monitored.

    Red

    There is a connection error, and the agent cannot be monitored.

    The system does not track or provide call control for the session, but you can transfer the call to another device as you would a normal call.

  2. To end the monitoring session, click the audio monitoring icon again.

Monitor an agent’s screen

  1. Click the desired agent’s screen monitoring icon to open the live screen monitoring window. The icon’s color indicates the agent’s monitoring status.

    color description

    Black

    The agent has Smart Desktop Client running on their PC with the correct permissions and can be monitored.

    Gray

    The agent is offline or does not have correct permissions and cannot be monitored.

  2. Click Screen to start the monitoring session. Click Audio if you also want to monitor the agent’s call.

    • If the agent locks their screen, the progress bar at the bottom of the window displays the pause icon.
    • If the agent’s PC goes into sleep mode, the window stops displaying activity.
    • Monitoring does not automatically resume when the agent logs back into their PC. To resume monitoring when the agent is logged back in, close the current window and reconnect.
  3. To end monitoring, click Disconnect.

Export agent monitoring data

  • Click Export to export all the agent monitoring data displayed on the page in CSV format. The export file is named agents.csv.

Related topics