Call monitoring form template 2026

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The document is a Call Monitoring Form Template designed to evaluate the performance of agents during calls. It includes sections for agent identification, call details, compliance checks, and scoring criteria based on communication skills, customer service techniques, and adherence to protocols. The form aims to ensure that agents effectively address caller inquiries while maintaining professionalism and empathy.

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Click ‘Get Form’ to open the call monitoring form template in the editor.
Begin by entering the 'Agent Name' and 'Product' details at the top of the form. This information is crucial for identifying who handled the call and what product was discussed.
Fill in the 'Client' and 'Call Date' fields to document when the interaction took place. Accurate records help maintain compliance and track performance.
Select the 'Type of Call' (Inbound or Outbound) and 'Type of Caller' (HCP, Patient/Consumer, Other) from the dropdown menus. This categorization aids in analyzing call trends.
In the 'Primary Reason for Call' section, provide a brief description of why the caller reached out. This helps in assessing common inquiries.
Complete each scoring section by evaluating responses based on provided criteria. Use clear comments to justify scores, ensuring transparency in assessments.

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2018	4.9 Satisfied (46 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What does IT mean to monitor a phone call?

Call monitoring is the process of observing and listening to calls, both in real-time and after the fact (via call recordings).

What is a QA form?

Quality Assurance (QA) evaluation forms are used to review the work of agents, including how they handle calls. QA scores and other data collected from the forms is used for reporting. To help ensure historical accuracy and continuity in reporting, a form cannot be edited or deleted once it has been used.

How to grade customer service calls?

Here Are Some of the Most Important KPIs First Call Resolution, or FCR. This keeps track of the number of customer issues that take only one call to complete. Average Handle Time, or AHT. Average Speed of Answering, or ASA. Customer Satisfaction Score, or CSAT. Net Promoter Score, or NPS. Agents Tone and Language.

How do you know if your call is being monitored?

Unusual sounds during calls If you hear clicking sounds, static, or mumbling, distant, and faint voices coming through your phone during conversations, it could be a sign that someone is eavesdropping. Hearing weird sounds every so often could just indicate you have a poor signal.

What percentage of calls should be monitored in a call center?

Its typical for an organization to monitor 13% of calls and use that as a sample to assess quality, risk, and compliance.

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What is an example of a monitoring system?

Example 1 : Heart Rate Monitoring system Heart rate monitor systems are commonly used both in hospitals and by individuals who want to track their health. The systems usually give visual output on the display and often data is logged in persistent file storage for future analysis.

What is the purpose of call monitoring?

Call monitoring is the process of listening in on employee calls for the purpose of improving communication and customer service. Its most commonly used in customer support settings to help decrease overall agent training time and deliver a high-quality, consistent support experience.

What is a call monitoring system?

A call monitoring system allows managers and coaches to assess agents calls, both live and after the call has ended. Its included in some modern business phone systems and most cloud-based call center solutions. Basic call monitoring services will let managers listen in, whisper, barge in, and take over calls.

Call monitoring form template 2026

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How to use or fill out call monitoring form template with our platform

See more call monitoring form template versions

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Got questions?

What does IT mean to monitor a phone call?

What is a QA form?

How to grade customer service calls?

How do you know if your call is being monitored?

What percentage of calls should be monitored in a call center?

Security and compliance

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What is an example of a monitoring system?

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