Team Coaching
Put a trainer on a private voice line with a rep — talk between calls, listen in on live prospect calls, and whisper coaching only the rep hears.
How It Works
The Team Coaching panel sits under the dialer on the Calls page. It lists your teammates with a presence dot: green means they're online with the Calls page open, yellow means they're on a live call, and grey means offline. Connecting creates a voice line that runs entirely outside the phone system — the person your rep dials can never hear the trainer through the call.
Connecting
- Both of you open the Calls page.
- Click a teammate's name in the Team Coaching panel. Your side shows Calling… while their panel shows an invitation with Accept and Decline.
- When they accept, the browser asks for microphone access the first time — allow it. You're now on a live voice line and can just talk.
During the Link
- Mute stops sending your microphone; click Unmute to come back in.
- Disconnect ends the voice line for both sides.
The link survives phone calls: connect before the call to prep together, stay connected through it, and debrief after it ends.
Listening In and Whispering
When the rep makes a prospect call while the link is up, the trainer automatically hears both sides of the phone call — the rep and, once the call connects, the prospect. Anything the trainer says reaches only the rep's ear; it never enters the phone call. There's nothing to switch on — speak normally and it stays a whisper as far as the prospect is concerned. While the rep is on a call, their presence dot shows yellow to the rest of the team.
The prospect can never hear the trainer through the system — but if the rep plays audio through speakers, the rep's microphone can pick up the trainer's voice and carry it into the call. Headphones keep whispers truly private, and the panel reminds you of this while connected.
Troubleshooting
"Tap to enable audio" appears
iPhones and iPads block audio that starts without a touch. Tap the button once and the voice line plays normally.
A teammate shows offline
Everyone in your workspace is always listed; the dot turns green only while they have the Calls page open. Ask them to open it, and the roster updates on its own. If your list is empty or stuck, reload your own Calls page.
The connection fails with an error
The panel shows the reason at the top. The most common cause is denied microphone access — re-allow the microphone for this site in your browser settings and connect again.