Call Compliance & Etiquette
A violation of Florida's two-party consent law.
What is forgetting to tell the client the call is being recorded after turning on the record button?
To remove any background noise happening you must...
What is turn on Noise cancellation feature in your Audio settings?
Inbound calls from known clients display their details here.
What is the dialer workspace app?
First thing to check if you can't hear the caller.
What is your headset/audio settings?
You want to loop in another teammate while on a client call. Which feature do you use?
What is "add participant" (conference calling)?
A client call and you answer with "Hello?" instead of introducing yourself and your company.
What is not following Erb and Young's call etiquette standards?
If you don't want both your desktop and mobile to ring, the best practice is...
What is signing in on only one device at a time?
You must have this level of permission in HubSpot to install the Aircall integration.
What is admin access?
If Aircall freezes mid-call, your backup option is..
What is switching to the mobile app?
Instead of transferring to an unavailable teammate, you should...
What is creating the Call ticket in HubSpot for the teammate?
To receive calls, you must always be signed in and set to this status.
What is "Available"?
You want to share context during or after a call. Which feature should you use?
Notes and tags added in Aircall will push to this system automatically once set up.
What is HubSpot?
In Aircall, voicemails can be found under...
What is Calls > Voicemail filter?
To easily transfer to an external office location often, you should...
What is create a saved contact with their number?
You receive an incoming call from an existing client and no record shows up. What should you do on your side as the agent?
What is add the client's phone number to their correct contact or household in HubSpot so future calls sync properly?
To avoid feedback or poor audio quality. you should never rely on this setup.
What is speakerphone in a noisy environment?
SMS conversations through Aircall will also appear here when integrated properly.
What are HubSpot activity records?
To escalate a technical issue with a specific call, copy this unique identifier.
What is the call ID?
When working from a shared phone line, the way to keep everyone organized is to...
What is the inbox/conversation section to track and close calls?