Office Administration  ·  Level 5
Telephone Calls Management
Chapter 1: Handle telephone calls
📚 5 Topics
⚑ What you will be able to do

By the end of this chapter, you will be able to:

  • Answer incoming telephone calls correctly and politely according to your organization’s communication policy.
  • Assess and prioritize incoming calls to handle them efficiently as per your organization’s guidelines.
  • Make outgoing calls clearly and professionally following your organization’s communication standards.
  • Accurately record telephone messages to ensure important information is captured and shared.
  • Take the right actions based on call options, following your organization’s procedures.

Mastering these skills will help you communicate confidently and professionally, making a great impression in any workplace.

Compiled by: Jane Jemutai

Telephone calls remain a core communication channel in office administration, connecting organizations to customers, suppliers, and internal stakeholders. Effective handling of telephone calls reflects professionalism and directly impacts customer satisfaction and organizational efficiency. In Kenya’s diverse business environment, from county government offices to retail enterprises, mastering telephone calls management is essential for office administrators to maintain smooth operations and uphold positive public relations.

1.1 Answering incoming calls

Answering incoming calls is a core duty of an office administrator. It combines good telephone manners, an understanding of the kinds of calls an office receives, and a standard procedure that makes every call efficient and professional. Example: a travel agency may receive calls about flight bookings, payment queries and delayed documents within the same hour, and the administrator who answers must handle each one calmly, correctly and in the same courteous way.

1.1.1 Telephone etiquette

Telephone etiquette is the set of behaviours and speaking skills that create a positive impression during a phone conversation. Because the caller cannot see the administrator, the voice, words and manner carry the whole impression of the organisation. Good etiquette makes the caller feel respected and protects the reputation of the business.

1.1.1.1 Identification

Identification means telling the caller at the start of the call who they have reached: the organisation, the department and, where the organisation's practice requires it, the name of the person answering. It tells the caller at once whether they have dialled correctly and lets them speak to someone they can name later. Example: a receptionist at a car hire firm may answer, "Good morning, Mwangi Car Hire, Grace speaking, how may I help you?"

1.1.1.2 Tone

Tone is the quality of the voice, shown by its warmth, volume, pace and clarity. A pleasant, steady tone helps the caller understand information easily and feel valued, and it can calm an upset caller. Example: a clerk at a printing press who speaks slowly and clearly when giving the price and collection date of a job prevents the customer from calling back to ask again.

  • Clear speech: Pronounce words fully and avoid mumbling so that the caller does not need to ask for repetition.
  • Moderate pace: Speak neither too fast nor too slowly, and slow down when giving numbers, names or addresses.
  • Suitable volume: Speak at a normal level, close to the mouthpiece, without shouting or whispering.
  • Warm and calm manner: A friendly voice, even when the caller is rude, keeps the conversation under control.
  • Smile in the voice: A relaxed, smiling face changes the sound of the voice and makes it more welcoming.

1.1.1.3 Greetings courtesy

Greetings courtesy is the use of polite words at the beginning, during and at the end of a call. Phrases such as "Good morning", "How may I assist you?", "Please hold" and "Thank you for waiting" show respect, while slang and casual phrases such as "Yeah?" or "Who's this?" give a poor impression. Example: in a furniture workshop office, saying "Thank you for waiting, Mr Otieno, I now have your order details" keeps a customer patient while the file is being found.

1.1.1.4 Diplomacy

Diplomacy is the skill of saying difficult things in a tactful way so that the caller is not offended. It is needed when the answer is "no", when someone is unavailable, or when the caller is wrong. The administrator chooses positive wording and offers an alternative. Example: instead of saying, "He doesn't want to talk to you," an administrator at a supplies wholesaler may say, "Mr Kamau is in a meeting at the moment. May I take your number so that he can return your call?"

1.1.1.5 Professionalism

Professionalism means behaving on the telephone in a way that reflects the standards of the organisation: being well prepared, using proper language, keeping calm and protecting information. A professional administrator avoids personal conversations on the line and never discusses confidential matters where others can overhear. Example: a clerk at a logistics company who is asked about a client's shipment details checks that the caller is entitled to the information and speaks quietly so that visitors in the reception area cannot hear.

1.1.1.6 Promptness

Promptness is answering a call quickly, before the caller loses patience. Answering within about three rings is widely taught as good practice, because it shows attention and respect for the caller's time. Example: at a busy garage reception, a call answered quickly may be a booking for a major service, while a call left to ring may go to another garage.

1.1.2 Significance of phone calls in customer service

A phone call is often the first contact between a customer and an organisation, and it shapes how the customer sees the business. Because it allows real-time conversation, it is a quick and personal way to inform, assist and reassure clients.

1.1.2.1 Effective communication

The telephone allows a two-way exchange in which questions are answered on the spot and misunderstandings are cleared up at once. Customers rely on calls for timely updates on prices, deliveries, payments or appointments. Example: a caller to a tailoring workshop can learn in one short conversation that the suit will be ready on Friday, which is faster than waiting for a written reply.

1.1.2.2 Building relationships

Personal greetings and attentive replies create a sense of care between the customer and the business. Customers who feel heard return and recommend the business to others. Example: a receptionist at a car dealership who remembers a customer's name and previous purchase encourages that customer to come back for servicing.

1.1.2.3 Customer service and support

Telephone calls let an organisation solve problems quickly through troubleshooting and guidance, which reduces customer frustration. Example: a customer of a photocopier supplier who reports a paper jam can be talked through clearing it, so the machine is working again without a technician's visit.

1.1.2.4 Crisis management

In a crisis, such as a major delivery failure, a fire alarm at a supplier's premises or a sudden stoppage of service, many customers may call at once. The first person to answer must stay calm, collect the facts and pass the matter to the right person quickly without guessing or spreading rumours. Example: if a printing press loses power in the middle of a large order, the administrator tells callers the situation honestly, gives the time of the next update and alerts the manager.

Enhancing organisational image

Polite and efficient handling of calls projects professionalism and reliability. A caller who is treated well tends to think well of the whole organisation, whether it is a small workshop or a large firm.

Facilitating feedback collection

Phone conversations give opportunities to ask customers whether they were satisfied and what could be improved. A short question at the end of a call, such as "Is there anything else we could do better?", provides useful information for improving service in a restaurant booking office or a service centre.

1.1.3 Types of incoming calls

Incoming calls differ in purpose, and recognising the type helps the administrator respond appropriately and give priority where it is needed. Offices commonly receive customer service calls, sales and inquiry calls, technical support calls and internal calls.

1.1.3.1 Customer service calls

These are calls from existing customers who need help, wish to report a problem or want to complain. They call for empathetic listening, a calm tone and a clear action to resolve the matter. Example: a customer who finds that a delivery of ceiling boards is short of the quantity ordered calls the supplier's office, and the administrator records the details and arranges for the matter to be checked.

1.1.3.2 Sales and inquiries

Sales and inquiry calls come from people who want information about products, prices or services, or who wish to place an order or booking. The administrator must give accurate information and capture details correctly. Example: a caller to a hardware supplier asks the price of 50 kg cement bags and the delivery period, and the administrator gives the information and notes the contact number for the sales officer.

1.1.3.3 Technical support calls

Technical support calls come from customers who have problems using a product or service and need practical help. The administrator listens for the nature of the fault, asks simple questions and either gives basic guidance or passes the call to a technician. Example: a customer of an office equipment supplier says the printer shows an error message, and the administrator takes the model and the message before passing the call to the technical team.

1.1.3.4 Internal communication calls

Internal calls are made between staff or departments to share information and coordinate tasks. They should be as courteous and clear as calls from outside, because they keep work moving smoothly. Example: the accounts clerk of a manufacturing office calls the stores clerk to confirm that materials have been issued for an order before an invoice is prepared.

Emergency calls

Emergency calls are urgent and need immediate attention, for example a caller reporting an accident at a worksite or a threat to safety. The administrator stays calm, gets the essential facts, such as place, nature of the problem and caller's number, and alerts the responsible person at once.

1.1.4 Procedure of answering incoming calls

A standard procedure keeps the handling of every call consistent and professional, regardless of the caller's purpose. The steps follow the natural order of a call, from picking up the phone to closing the conversation.

1.1.4.1 Be prompt

Answer the call quickly, ideally within a few rings, with a pen and notepad ready. Before lifting the receiver, stop other conversations and clear your attention so that you can focus entirely on the caller. Example: an office assistant at a freight company finishes the sentence they are typing, puts down the keyboard and picks up the phone on the second ring.

1.1.4.2 Greet the caller

Use a standard greeting that includes a time-of-day greeting, the name of the organisation and an offer of help. Speak clearly and in a friendly tone. Example: "Good morning, Kamau Furniture Works, how may I assist you?"

1.1.4.3 Listen actively

Active listening means giving the caller full attention, not interrupting and showing understanding through short verbal cues such as "I understand" or "I see". It helps the administrator capture accurate information, which is vital when details affect an order or a booking. Example: when a customer describes a damaged item, the administrator listens to the end, notes the details and repeats them back to confirm.

1.1.4.4 Identify purpose of call

Find out why the caller has phoned by asking polite questions where necessary: "May I know the purpose of your call?" or "Which order are you referring to?" Knowing the purpose allows the administrator to decide whether to help directly or to pass the call to the right person. Example: a caller to a tiles supplier says "I want to speak to someone about my order", and a few questions show that the problem is a delayed delivery for the accounts team.

Providing assistance or transferring the call

Once the need is clear, give accurate information if you can. If another person or department is better placed to help, tell the caller who will take the call and why before connecting it.

Closing the call politely

End with a courteous remark such as "Thank you for calling, have a good day", after confirming that the caller has no other need. Allow the caller to hang up first where possible, then replace the receiver gently.

1.1.5 Call centre operations

A call centre is a unit that handles a large volume of telephone calls in a centralised and organised way, using trained agents and supporting technology. Businesses use call centres to give customers a consistent service and to manage busy periods.

1.1.5.1 Call centre types

Call centres are classified by the direction of the calls they handle. The main types are inbound, outbound and blended centres. Which type an organisation chooses depends on whether its main need is to receive customer calls, to reach customers, or both. Example: a courier company may run an inbound centre for tracking inquiries, while a firm promoting service plans to new customers may need an outbound team.

1.1.5.2 Inbound call centres

An inbound call centre receives calls from customers and the public. Agents answer inquiries, complaints, orders and requests for support, and must be trained to give quick and accurate replies. Example: a call centre for an appliance supplier receives calls from customers asking how to claim a warranty.

1.1.5.3 Outbound call centres

An outbound call centre makes calls to customers or prospective customers. The calls may promote products, carry out surveys or follow up on earlier contact. Example: a car hire company's outbound team calls customers after a rental to ask about their experience.

1.1.5.4 Blended call centres

A blended call centre handles both inbound and outbound calls with the same agents. When inbound calls are few, agents use the time for outbound work, which makes better use of staff and equipment. Example: agents at a catering supplier answer orders in the morning and make follow-up calls to customers in the quiet afternoon hours.

1.1.6 Components of call centre operations

A call centre depends on several components working together to give seamless service. Weakness in one component, such as faulty phones or untrained agents, affects the quality of every call.

1.1.6.1 Telephony system

The telephony system is the equipment and network that carry the calls: phones or headsets, the exchange and the connection lines. Reliable telephony ensures that calls are connected and heard clearly. Many centres use automatic call distribution (ACD), which sends each call to the next available agent, and interactive voice response (IVR), which lets callers choose options through a recorded menu. Example: an IVR at a spare parts supplier may let a caller press 1 for orders and 2 for deliveries.

1.1.6.2 Customer relationship system

A customer relationship management (CRM) system is software that stores customer details and the history of past contacts. The agent sees who is calling and what was discussed earlier, so the customer does not have to repeat information. Example: when a repeat customer calls a building materials supplier, the agent sees the last three orders on screen and responds accordingly.

1.1.6.3 Call scripts

A call script is a prepared guide of what agents say at each stage of a call, including the greeting, key questions, standard answers and the closing. Scripts give consistency and help new agents stay accurate, but agents should still sound natural and adapt to the caller. Example: a script for an equipment rental centre may list the questions to ask when a customer wants to book a machine, such as dates, location and type of equipment.

1.1.6.4 Agent training

Agents are trained in telephone etiquette, product knowledge, use of the systems and handling of difficult callers. Training continues over time, using practice calls and feedback from supervisors. Example: new agents in a delivery company's centre practise tracking a parcel on the system before they handle real calls.

1.1.6.5 Quality assurance

Quality assurance is the regular checking of calls and performance to maintain standards. Supervisors listen to recorded calls and monitor measures such as average handling time, call abandonment rate and customer satisfaction, then use the findings to coach agents and improve the service.

Reporting and analytics

Reports on call volumes, busy periods, trends and agent performance guide management decisions. They show when more agents are needed and which problems customers raise most often, so that resources can be allocated sensibly.

Practice Questions

  1. Explain five key aspects of telephone etiquette and how each contributes to effective communication in an office setting. (10 marks)
  2. Describe the significance of phone calls in delivering quality customer service in Kenyan public institutions. (10 marks)
  3. Identify and explain five types of incoming calls an office administrator might handle. (10 marks)
  4. Outline the step-by-step procedure for answering incoming calls professionally. (12 marks)
  5. Discuss the main functions and technological components of call center operations. (8 marks)
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🔒1.2 Incoming Calls Assessment

In office administration within Kenya, assessing incoming calls effectively is critical to ensuring efficient communication flow and prioritizing tasks. Administrative professionals often serve as the first point of contact, and their ability to evaluate calls…

🔒1.3 Making outgoing calls

Making outgoing calls means starting telephone contact with customers, suppliers, partners or colleagues in order to get work done. The caller controls the timing and the content, so preparation and a professional manner decide whether the call succeeds. Examp…

🔒1.4 Recording Telephone Message

In office administration across Kenya, accurately recording telephone messages is critical for effective communication and smooth workflow. Whether in a busy county government office or a private sector SACCO, the ability to take clear and precise messages ens…

🔒1.5 Call Options Actions

Effective management of telephone calls is crucial for office administrators in Kenya to ensure smooth communication flow within and outside the organization. Call options such as call routing, call forwarding, and voicemail provide flexible methods to handle…

Chapter Summary

This chapter explores the effective management of telephone calls, starting with answering incoming calls where telephone etiquette such as proper identification, tone, courtesy, diplomacy, professionalism, and promptness are essential. The significance of phone calls in customer service is highlighted through their role in effective communication, relationship building, customer support, and crisis management. Various types of incoming calls including customer service, sales, technical support, and internal communication are examined alongside the proper procedures for answering them promptly and attentively. The operations of call centers are detailed, describing different types such as inbound, outbound, and blended, as well as key components like telephony systems, customer relationship management, call scripts, agent training, and quality assurance. Assessing incoming calls involves evaluating the caller’s identity, the call’s importance, urgency, and relevance to ensure appropriate handling. The chapter then covers making outgoing calls, emphasizing their types, significance for professional communication and customer engagement, and best practices for effective call handling. Finally, the importance of accurately recording telephone messages and managing call options such as call routing, forwarding, and voicemail are discussed to maintain communication efficiency.

Self-Assessment

🔒 PDFDownload this self-assessment, with answers

A. Written Assessment

  1. What are the key elements of telephone etiquette when answering incoming calls? (4 marks)
  2. Explain how tone affects the professionalism of a telephone call in an office setting. (3 marks)
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Chapter Examination Questions

🔒 PDFDownload these examination questions, with worked answers

SECTION A (40 Marks) - Answer ALL Questions

  1. Explain how telephone etiquette influences customer perception in a busy county government office in Kenya. (4 marks)
  2. Identify and describe four components of call center operations that enhance customer service delivery. (4 marks)
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Chapter Practical Activities

Practical 1: Answering and managing incoming telephone calls

Office Administration · Level 5
Telephone Calls Management
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Answer incoming calls promptly, greet callers, listen actively, identify the purpose, take messages, and update the call register accurately.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Telephone
Telephone message pad
Call register book
Pen
Telephone directory
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Telephone1 Pc per Candidate
2Telephone message pad1 Pad per Candidate
3Call register book1 Book per Candidate
4Pen1 Pc per Candidate
5Telephone directory1 Pc per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Handling incoming telephone calls
Answered incoming call promptly within three rings
(Award 2 marks for prompt answer or zero)
2
Greeted the caller appropriately and identified self and department
(Award 2 marks for clear greeting or zero)
2
Listened actively to the caller without interrupting
(Award 1 mark for attentive listening or zero)
1
Identified and confirmed the purpose of the call correctly
(Award 2 marks for correct identification or zero)
2
Informed caller if the executive was unavailable and offered options (call back, leave message, refer to another person)
(Award 2 marks for appropriate options or zero)
2
Wrote message clearly and accurately on telephone message pad
(Award 3 marks for clear, complete message or zero)
3
Appreciated the caller and ended the conversation politely
(Award 2 marks for polite closure or zero)
2
Sub-Total14
TASK 2: Updating and maintaining call register
Designed call register with correct columns: Company name and address, Name and title, Time of call, From/To, Duration, Contact number, Action to be taken
(Award 1 mark for each correct column or zero)
8
Updated the call register accurately with details of two incoming calls
(Award 2 marks per correctly entered call or zero)
4
Stored the call register safely in the cabinet for future use
(Award 2 marks for proper storage or zero)
2
Sub-Total14
PRODUCT CHECKLIST
Telephone message pad contains complete and legible messages with correct caller details
(Award 4 marks for neat, complete messages or zero)
4
Call register is well-designed, complete, and accurately updated with two callers' details
(Award 8 marks for correct design and accurate entries or zero)
8
Sub-Total12
GRAND TOTAL40
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)

Practical 2: Demonstrate telephone etiquette and professional communication handling incoming and outgoing calls

Office Administration · Level 5
Telephone Calls Management
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Demonstrate telephone etiquette by professionally handling an incoming call for an absent executive and making an outgoing call to a specified department, recording all details accurately in the telephone call register (format provided).
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Desk telephone setTelephone call message pad
PenTelephone call register template
Directory of company departments and staff contact numbers
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Telephone call message pad1 Pc per Candidate
2Telephone call register template (printed)1 Pc per Candidate
3Pen1 Pc per Candidate
4Desk telephone set1 Pc per Candidate
5Directory of company departments and staff contact numbers1 Pc per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Handle incoming call for absent executive
Answered incoming call promptly with appropriate greeting
(Award 1 mark for prompt, courteous greeting or zero)
1
Identified self and department to caller
(Award 1 mark for proper self and department identification or zero)
1
Informed caller that the executive is away
(Award 1 mark for clear, polite information or zero)
1
Offered caller options: call back, leave a message, or referral
(Award 2 marks for offering all options correctly or zero)
2
Recorded message accurately on the telephone message pad
(Award 2 marks for complete, legible message or zero)
2
Appreciated the caller politely
(Award 1 mark for courteous appreciation or zero)
1
Ended the call politely
(Award 1 mark for polite closure or zero)
1
Forwarded the message to the executive’s office correctly
(Award 1 mark for correct forwarding or zero)
1
Sub-Total10
TASK 2: Make outgoing call to specified department
Checked correct code and telephone number
(Award 2 marks for correct number or zero)
2
Dialed the number correctly
(Award 2 marks for correct dialing or zero)
2
Identified self clearly when connected
(Award 2 marks for clear self-identification or zero)
2
Stated the person they wish to speak to
(Award 2 marks for correct statement or zero)
2
Appreciated the called party
(Award 2 marks for courteous appreciation or zero)
2
Ended the call with a polite goodbye
(Award 2 marks for polite closure or zero)
2
Sub-Total12
TASK 3: Design and update call register
Designed call register with columns: Company name and address, Name and title, Time of call, From/To, Duration of call, Contact number, Action to be taken
(Award 1 mark for each correct column or zero)
8
Updated the call register with details of two callers accurately
(Award 2 marks per correctly updated caller or zero)
4
Stored the telephone call register in the filing cabinet properly
(Award 2 marks for correct storage or zero)
2
Sub-Total14
PRODUCT CHECKLIST
Telephone message pad with clear, complete message recorded
(Award 3 marks for legible, complete message or zero)
3
Telephone call register correctly designed with all specified columns
(Award 4 marks for complete, neat register or zero)
4
Telephone call register updated with two accurate caller entries
(Award 5 marks for two accurate entries or zero)
5
Sub-Total12
GRAND TOTAL48
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)
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🔒Identification and assessment of incoming telephone callersPractical 3
🔒Handling Different Types of Incoming Telephone CallsPractical 4
🔒Simulate Call Center Operations with Telephony and CRM SystemsPractical 5
🔒Making various types of outgoing telephone callsPractical 6
🔒Professional Outgoing Call Procedure for Customer Engagement and MarketingPractical 7
🔒Recording and Managing Telephone MessagesPractical 8
🔒Manage call options including routing, forwarding, and voicemailPractical 9
🔒Handle telephone calls to provide effective communication and build customer relationshipsPractical 10
🔒Professional Handling of Crisis Situations During Telephone CallsPractical 11
🔒Demonstrate promptness and professionalism in handling telephone callsPractical 12
🔒Customer Engagement and Retention through Telephone CallsPractical 13
🔒Handling Internal Communication Telephone CallsPractical 14
🔒Simulate call center telephone calls using call scriptsPractical 15
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Am I competent?

At the start of this chapter we promised you would be able to:

  • Answer incoming telephone calls correctly and politely according to your organization’s communication policy.
  • Assess and prioritize incoming calls to handle them efficiently as per your organization’s guidelines.
  • Make outgoing calls clearly and professionally following your organization’s communication standards.
  • Accurately record telephone messages to ensure important information is captured and shared.
  • Take the right actions based on call options, following your organization’s procedures.

Tick each one you can genuinely do.

So, are you there yet?

You're competent when you can confidently do 50% or more of what this chapter promised.

Sign in to record how you're doing.