Your first call
A walk-through of what you’ll see on a real call.
Before the call
- Open RingMentor. The toolbar appears in the corner of your screen and stays on top of everything, so you don’t need to Alt-Tab to see it.
- Pick your playbook from the dropdown. A playbook is the product or script the coach uses (your admin sets these up). The one marked with a star (★) is your default. If you’re taking an off-script call, pick General (off-script).
- Optional: click the eye icon to preview the script without starting a call. No audio is captured in preview.
Starting a call
There are two ways coaching starts:
- Manual: click Listen Now. The overlay opens and starts listening.
- Auto-detect (if your org turns it on): when your machine shows you’re on a call, RingMentor offers a one-tap Start coaching? prompt. The first time, you’ll see a one-time consent screen explaining what gets captured. You’re always in control: nothing is captured until you accept.
During the call
The overlay shows your script on the left and live coaching on the right. You can hide the script for a smaller, coaching-only view using the show/hide script toggle, and bump the text size (S / M / L) if you want bigger type.
Suggestion chips appear on the right as the conversation moves. Three kinds:
| Chip | What it means |
|---|---|
| 🎯 Technique | A rapport move you could try, like a mirror, a label, or a calibrated question |
| 💡 Coaching | A coaching nudge, like a question to ask or the next step to take |
| 🔴 Critical | A correction worth acting on now — a phrase to swap or a move to reset to |
Chips are invitations, not commands. Take the ones that fit, ignore the rest. Swipe a chip left or right (or tap the ✕) to clear it, and use Rate this to tell the coach when a suggestion landed or missed. Your feedback tunes future calls.
The stage strip across the top tracks where you are in the call (Open, Qualify, Discover, and so on). RingMentor advances it for you, but you stay in charge: when it thinks you’ve moved on it shows a small “Sounds like you’ve moved to …” chip you can Advance or dismiss, and you can tap any stage yourself.
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.
A note on recording disclosure
If your org requires it, RingMentor waits until there’s a real conversation with a live prospect, then either stays silent (if it heard you give the disclosure), surfaces a coaching card (if it captured the open and didn’t hear one), or shows a soft confirm banner (if you joined coaching mid-call). Say your disclosure early, in your own words. Your admin can turn this prompt off if your dialer or phone system already announces that calls are recorded. See Call etiquette for more.
Taking a break
Click Pause to stop listening without ending the session, then Resume to pick back up. The session stays intact.
Ending the call
Click End. (If you click it in the first 30 seconds, RingMentor double-checks in case you meant to Pause.) The overlay shows an “Uploading…” state for a few seconds while the session saves, then resets, ready for the next call.
What happens after
- RingMentor writes an after-action summary of the call.
- Your manager can review the session in the portal: transcript, the coaching that fired, and the summary.
- You can review your own sessions too, by signing in at portal.ringmentor.com.
- Sessions are stored for 1 year by default.