Office Assistance  ·  Level 4
Telephone Calls
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 calls correctly, following your organization’s communication policy.
  • Assess the purpose and urgency of incoming calls accurately as per workplace guidelines.
  • Make outgoing calls properly, using the correct procedures for professional communication.
  • Record telephone messages clearly and accurately, making sure all important details are captured.
  • Act on call options correctly, ensuring you follow your organization’s communication policy every time.

Mastering these skills will help you communicate confidently and professionally in any workplace, making you a valuable team member.

Handling telephone calls is a fundamental responsibility for office assistants, as effective communication via phone shapes the image of an organisation and facilitates smooth operations. In Kenya, where offices ranging from county government departments to private banks rely heavily on telephone communication, the ability to manage calls professionally ensures efficiency and customer satisfaction. This chapter focuses on the essential skills required to answer and assess incoming calls, equipping office assistants with practical techniques to handle diverse scenarios confidently.

1.1 Answering Incoming Calls

Answering incoming calls is the initial point of contact between an organisation and its clients, partners, or other stakeholders. For office assistants in Kenya, this role demands a combination of professionalism, courtesy, and technical know-how to create positive impressions. Whether working at a university admissions office or a retail business, how calls are answered can influence perceptions of the organisation’s responsiveness and reliability.

Preparing to Answer Calls

Before picking up the phone, an office assistant must be ready mentally and physically to provide excellent service. Preparation includes maintaining a calm demeanor and ensuring the workspace is organized with necessary tools such as a call log, pen, and computer to access relevant information promptly. For example, at a county government office, having quick access to departmental directories helps in efficiently directing calls to the right personnel.

Key Aspects of Preparation
  • Maintain a Clear Mindset: Being alert and focused allows the assistant to listen actively and respond appropriately.
  • Organize Workstation: Keeping notes and telephone directories handy speeds up call handling.
  • Check Equipment Functionality: Ensuring the telephone system is operational prevents dropped or missed calls.
  • Adopt a Friendly Posture: Smiling while answering, even though unseen, positively affects tone of voice.
  • Review Common Inquiries: Familiarity with frequent questions or procedures enables quicker responses.

Professional Greeting and Identification

The greeting sets the tone for the entire conversation and reflects the organisation’s professionalism. In Kenya’s diverse office environments, a clear and polite introduction helps callers feel welcomed and confident they have reached the correct place. For instance, a receptionist at a Nairobi hospital might say, “Good morning, Nairobi Women’s Hospital, how may I assist you today?” to establish rapport immediately.

Components of an Effective Greeting
  • Timely Response: Answering within three rings demonstrates attentiveness.
  • Clear Identification: Stating the organisation’s name and personal identification builds trust.
  • Polite Language: Using courteous phrases such as “Good morning” and “How may I assist you?” promotes respect.
  • Friendly Tone: A warm, calm voice reassures callers.
  • Invitation to Speak: Encouraging the caller to explain their purpose facilitates smooth communication.

Managing Call Etiquette

Telephone etiquette involves behaviours that ensure respect, clarity, and efficiency during calls. In Kenyan offices, where callers may include customers, suppliers, or government officials, maintaining proper etiquette avoids misunderstandings and enhances the organisation’s reputation. For example, an office assistant at a SACCO must handle calls with patience and confidentiality to protect client information.

Essential Telephone Etiquette Practices
  • Active Listening: Concentrating fully on the caller’s message avoids errors.
  • Avoid Interruptions: Letting the caller finish before responding shows respect.
  • Use Positive Language: Replacing negative words with constructive alternatives keeps conversations pleasant.
  • Confirm Information: Repeating key points ensures mutual understanding.
  • Maintain Confidentiality: Protecting sensitive information builds trust with clients.

Handling Difficult Callers

Office assistants often encounter callers who are upset, confused, or demanding. Managing such calls with tact is crucial to resolving issues without escalating tensions. In a university admissions office, for example, an assistant may need to patiently explain application procedures to frustrated applicants while maintaining composure.

Strategies for Difficult Call Management
  • Remain Calm: Keeping emotions in check prevents escalation.
  • Listen Empathetically: Acknowledging the caller’s feelings can defuse anger.
  • Clarify Concerns: Asking questions to understand the issue avoids assumptions.
  • Offer Solutions: Providing clear options guides the caller towards resolution.
  • Know When to Escalate: Referring complex issues to supervisors ensures proper handling.

Practice Questions

  1. Explain why a professional greeting is important when answering incoming calls in a county government office. (5 marks)
  2. List and describe five key telephone etiquette practices that office assistants should observe. (10 marks)
  3. Describe six steps an office assistant should take to prepare for answering calls effectively. (12 marks)
  4. Discuss strategies for managing difficult callers in a retail business setting. (8 marks)
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🔒1.2 Incoming Calls Assessment

Assessing incoming calls enables office assistants to prioritise and direct calls appropriately, ensuring that urgent matters receive immediate attention while routine inquiries are handled efficiently. In Kenyan organisations such as banks or hospitals, the a…

🔒1.3 Making Outgoing Calls

Making outgoing calls is a fundamental task for office assistants in Kenya, requiring professionalism and clear communication to represent their organizations effectively. Whether contacting clients, suppliers, or internal departments, the manner in which call…

🔒1.4 Recording Telephone Messages

Accurate recording of telephone messages is essential for effective communication and follow-up in office environments. In Kenya’s busy offices such as hospitals, banks, or county government units, messages may be the primary means through which important info…

🔒1.5 Call Options Actions

In the Kenyan office environment, efficient handling of telephone calls involves mastery of various call options available on modern telephone systems. These options improve communication flow, reduce wait times, and enhance customer service quality, especiall…

Chapter Summary

This chapter covers comprehensive skills for handling telephone calls effectively in professional settings. It begins with the principles of answering incoming calls, emphasizing telephone etiquette such as proper identification, tone, and promptness, alongside the importance of calls in customer service for communication and relationship building. Various types of incoming calls are explored, followed by the step-by-step procedure for answering them and an overview of call center operations, including their types and essential components. The chapter then addresses how to assess incoming calls based on the caller's identity, the call’s importance, urgency, and relevance. Making outgoing calls is discussed next, highlighting their types, significance, handling procedures, and best practices. Further, the chapter explains the essentials of recording telephone messages, the role of the message recorder, and the impact of inaccurate message-taking. Finally, it outlines key call management options such as call routing, forwarding, and voicemail to ensure efficient telephone communication.

Self-Assessment

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A. Written Assessment

  1. Which of the following is NOT a key element of telephone etiquette? (2 marks)
    a) Promptness
    b) Diplomacy
    c) Using slang language
    d) Professionalism

  2. Explain why tone is important when answering telephone calls in an office environment. (3 marks)

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Chapter Examination Questions

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SECTION A (40 Marks) - Answer ALL Questions

  1. Explain the importance of maintaining a professional tone when answering incoming telephone calls in an office setting such as a county government office. (4 marks)
  2. Identify and describe four types of incoming calls that an office assistant at a retail business might receive. (4 marks)
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Am I competent?

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

  • Answer incoming calls correctly, following your organization’s communication policy.
  • Assess the purpose and urgency of incoming calls accurately as per workplace guidelines.
  • Make outgoing calls properly, using the correct procedures for professional communication.
  • Record telephone messages clearly and accurately, making sure all important details are captured.
  • Act on call options correctly, ensuring you follow your organization’s communication policy every time.

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.

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