Call etiquette

A few practices that make the coach’s suggestions better and keep you out of trouble.

Recording disclosure

Some states and some kinds of calls require you to tell the other party the call is being recorded. RingMentor doesn’t give legal advice, and we don’t decide what your call requires. Your organization decides what disclosure is needed and gives you the exact wording to use. Use theirs, not ours.

Say it early, in your own words, in the first few seconds of the call. As an illustration of timing and tone only (not approved language for your org):

“Before we dive in, just so you know, this call is recorded for quality and coaching.”

If RingMentor is set up to ask, the recording disclosure prompt waits until there’s an actual back-and-forth with a live prospect, then surfaces in one of two ways:

• If RingMentor captured the open of the call and heard you give the disclosure, the prompt stays silent and the session is logged as compliant.
• If it captured the open and didn’t hear a disclosure, you get a small coaching card to deliver it.
• If you started coaching mid-call (manual start, no captured open), you get a soft confirmation banner instead, since you likely gave the disclosure before RingMentor was listening.

Your admin can turn that prompt off entirely if your dialer or phone system already announces that calls are recorded, in which case you won’t be asked each time, but the disclosure still has to happen on every call.

Audio quality

The coach reads what it hears. The cleaner the audio, the better the suggestions.

• Wear a headset if you can. A mic close to your mouth beats a laptop mic across the desk, and it keeps your voice and the customer’s voice cleanly separated.
• Close noisy apps (music, video, a second call).
• If your connection drops mid-call, the overlay shows a reconnecting indicator. Keep talking; the coach catches up when audio resumes.

Talk naturally

Don’t change how you talk because the coach is listening. Perform for the prospect, not the overlay. The coach works best when the conversation is real.

After the call

• Check in with yourself: what went well, what felt off?
• When you want a closer look, open the call in the portal and read the after-action summary and the chips that fired. Not every call needs a debrief; use it when you want one.