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Guides / Supervising a live call

Supervising a live call

Listen, whisper to the agent, take the line and hand it back.

A person on your team can join any call that is happening: listen to it, whisper to the agent, speak to the caller in the agent's voice, take the line, and hand it back. You do it from the console, or from a terminal with pinecall supervise.

What is the desk?#

The desk is the row of controls above a call that has not ended, on the call's page in the console. It joins the call as a hidden, silent participant, so the caller never knows it is there.

The desk is drawn for a key that opens supervise: the supervisor, manager, developer and admin roles have it, and qa does not (Orgs, people and roles). In production you also need your production switch on.

From the console#

Find the call#

Open Calls and pick Live, or Wants a person for the calls where the agent asked for someone. The console also pops a window in the corner when an agent asks, wherever you are.

Open it#

The desk sits over the conversation. When the agent asked for a person, the desk opens with the reason it gave and how long the caller has been waiting.

Act#

Press Listen to join, then Hear it. Type into Whisper or Say, or press Take the line. Taking the line answers the agent's request for a person.

Hand it back#

Press Hand back. The agent hears and speaks again, and your microphone stops.

Transfer and End call are on the desk too. Transfer asks for a typed number, and End asks for a second press, because neither can be undone.

In a written conversation (the widget's chat, WhatsApp) there is nothing to hear: the desk asks for no microphone, has no Transfer, and Take the thread means you answer with Say while the agent writes nothing.

The moves#

move console terminal what happens
whisper Whisper w <text> the agent reads it; the caller never hears it
say Say s <text> said to the caller in the agent's voice, word for word
take the line Take the line t the agent stops speaking and you are on the call
hand back Hand back x the agent has the line again
transfer Transfer (console only) the caller goes to the number you type
end End call e [reason] the call ends

From a terminal#

Terminal
pinecall supervise call_9f2c… --prod

The call's transcript prints as it happens, and each line you type is one move. q leaves the desk and the call goes on. The terminal has no audio: listening is the console's.

A script can drive a call through a pipe, one move per line. No prompt is drawn, and the desk leaves when the lines run out:

Terminal
printf 't\ns Let me put you through to reception.\nq\n' | pinecall supervise call_9f2c… --prod

The desk opens only on a call that is happening. An ended call, or an id the gateway has no log for, is refused before the prompt; read a finished call with pinecall sessions show <call>.

What the log records#

Every move lands in the call's own log as a supervisor.* entry: supervisor.whispered, supervisor.said, supervisor.took_over, supervisor.released, supervisor.transferred and supervisor.ended. What a person did to a call is read the same way as what the agent did.

Next steps#