The Call Center view is designed for one mission: confirm COD orders by phone, as efficiently as possible. No more juggling between the orders screen and the phone — everything is here, in a single tool designed for your agents.Documentation Index
Fetch the complete documentation index at: https://help.sendocki.io/llms.txt
Use this file to discover all available pages before exploring further.

Why use the Call Center view?
One order at a time, zero distraction
Automatic call queue
Complete customer history
Integrated call form
Audio call recording
How it works concretely
The agent opens the Call Center view
An order is automatically assigned

The agent sees everything they need to know
- Customer details (phone displayed for direct call)
- Items ordered and amount
- Delivery address
- History of this customer’s past orders
- Previous call attempts on this order (and their result)
The agent makes the call
tel: link) or use their usual telephony toolThe agent enters the result
- Confirmed → the order moves to the next pipeline stage
- Postponed → the agent notes when to recall (the order automatically returns to the queue at the planned date)
- Refused → the order moves to “Cancelled” with the reason
- Unreachable → the order returns to the queue after a delay for retry

No duplicates — never two agents on the same order
When an agent opens an order in the Call Center, it is locked for them while they work on it. Other agents see the next orders in the queue, never the same one.Record calls (optional but powerful)
Sendocki allows you to record the audio of every call made by the agent, directly from their browser. This feature is a game-changer for steering your call center team.Why record?
Coach your agents
Resolve customer disputes
Improve your script
Tracing and compliance
How it works for the agent
The agent authorizes microphone access (once)
The agent launches recording before or during the call

The agent stops recording and submits the form
What if the microphone is not authorized?
If the agent refuses microphone access (or if their device has none), the feature disables gracefully: they can still enter the call result and the text note, simply without audio attached. No workflow blocker.Legal best practice — inform the customer
Call attempts history
For each order, the complete history is tracked:- 📞 Who called (agent name)
- 🕐 When the call was made
- ✅ The result (confirmed, postponed, refused, unreachable)
- 📝 The agent’s note (e.g. “Customer requests delivery after 6 PM”, “Customer refuses, wrong size”)
- 🎙️ The audio recording of the call (if enabled) — duration displayed + integrated player to replay

Why this view changes the daily life of a COD call center
| Without Call Center | With Call Center |
|---|---|
| The agent opens a table, picks an order, reads it, calls, saves, starts again | An order appears automatically, the agent calls, enters the result, next one appears |
| 2 agents can call the same customer (collision) | Automatic lock = never any duplicate |
| No memory of past attempts (note in the order, forgettable) | Structured history visible in every record |
| Hard to measure productivity agent by agent | Auto tracking: number of calls per agent, confirmation rate, average duration |
Who can access this view?
The Call Center view is reserved for roles that need it:- ✅ Owner — full access
- ✅ Manager — can supervise and call
- ✅ Confirmation Agent — dedicated access (it’s their main workstation)
- ❌ Delivery Agent — no access (their role is elsewhere)
- ❌ Other custom roles — depending on configured permissions
Tips for getting started well with your call center team
How many agents for how many orders?
How many agents for how many orders?
How to train a new agent?
How to train a new agent?
How to measure my team's performance?
How to measure my team's performance?
What if a customer asks to speak with another agent?
What if a customer asks to speak with another agent?
When to use Call Center view rather than another?
✅ Use Call Center view if you want to...
✅ Use Call Center view if you want to...
- Maximize the number of orders confirmed per hour per agent
- Eliminate call duplicates
- Keep a structured and exploitable history of attempts
- Give your agents a dedicated and efficient workstation
❌ Prefer another view if you want to...
❌ Prefer another view if you want to...
- Steer your activity globally: use the Table view
- Move forward already-confirmed orders (preparation, shipping): use the Kanban view
- See confirmed orders in bulk: use the Table view with status filter
