Getting startedYour first call

Your first call

A walk-through of what you’ll see on a real call.

Before the call

  1. Open RingMentor. The overlay appears in the upper-right corner of your screen. It stays on top of everything — you don’t need to Alt-Tab to see it.
  2. Pick the call type from the dropdown (e.g. “WellthCare” or “General”). This tells RingMentor which product knowledge and coaching style to use.
  3. Click Listen. The overlay goes green to show it’s ready.

During the call

When the conversation starts, suggestion chips appear in the overlay. Three kinds:

ChipColorWhat it means
TechniqueNeutralA rapport move you could try — mirror, label, calibrated question
BlueBlueA coaching prompt — a question to ask, a next script step
RedRedA correction — something to swap or rethink

Chips are invitations, not commands. Take the ones that fit, ignore the rest. They update as the call progresses.

Tip: Don’t stare at the overlay. Read chips with peripheral vision. The voice in your ear is the customer; the chip in the corner is the coach.

Ending the call

Click End. The overlay shows an “Uploading…” state for a few seconds while the session saves. Then it resets, ready for the next call.

What happens after

  • Your manager can review the session on the portal (transcript, suggestions, timeline).
  • You can review your own sessions too.
  • Sessions are stored for 1 year by default.

Taking a break

Click Pause to stop listening without ending the session. Click Resume to pick back up. The session stays intact.