Should agents/associates give their full name ???

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Team Manager

Electricity/Gas Industry (UK)

Should agents/associates give their full name ???
Hi all,

This is mainly for people in the UK but I'd welcome comments from people in other countries. We're having a drive to get the associates to provide their full names during the calls they take. Some of them however are refusing saying there legislation that says they only have to give their first name. As we work in a Debt Recovery situation they are concerned that people may track specific individuals down, and previously gave pseudonyms (fictitios names). My view is that we should own the issue and not be affraid to give our full names.

Is there any rules/laws in place in the UK regarding this ? What does OFTEL think ?

Ladies & Gents - what are you views ?


WFM & Business Telephony Manager

Healthcare Insurance

Name Game

The only time I've really come across changing names is in relation to customers

Ie: Only one agent of each name. Anyone new who's nane already exists using a Pseudonym.

At the same time we only used first names that however was personal choice to make things easier to run.

I'm not sure of the legal part but I think the Customer has the right to know the FULL NAME and COMPANY that is calling. This means if you are an outsourcer you must state you are company xxxxx working on behalf of Company yyyyyyy.


"My name is Dave Appleby. I work for GiveUsCash Callcenter. We work on behalf of Dirty Debtors PLC who've contracted us to demand the 37 1/2 pence you still owe Brainless Telecom. You have until the end of the day to pay or we're sending the lads round Capiche????"

Well you get the idea!

Hope it helps a little


Team Manager

Electricity/Gas Industry (UK)

Should agents/associates give their full name ???
The Call Centre is majority inbound with a little outbound. Its more the inbound where the problem lies.

WFM & Business Telephony Manager

Healthcare Insurance

I'll get the whole post up in a minute!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
The script I gave below still has to be followed even if it is inbound.

However they don't Have to do it unless asked.

At that point they have a legal obligation for full disclosure.

The normal outbound script would be. Using the names above

"Good (M/A/E Delete as appropriate) My name is Dave and I'm calling on behalf of
Dirty Debtors PLC."

I personally would not disclose the GiveUsCash Call Center tie in unless asked. (it's one question I always do ask).
I normally say do you work for or on behalf of......

Inbound I'd just say.

"Thank you for calling Dirty Debtors PLC My name is David how can I help."

Or words to that effect.

I wouldn't disclose any more details unless specifically asked.

The choice to use full names or just first is yours alone however the staff need to know legally they can't hide behind them and at the end of the day they do need to disclose if asked.

Hope this expands on the original idea a little. I personally think it's a very interesting topic and I'd love to see a few other opinions.





Legislation, legislation, legislation
Hi Richard,

You mention you are 'having a drive' to get associates to specify name but dont specify why you are having this drive. Is there a sound business case behind this with empirical evidence to back it up or is it just a whim?

Bottom line here is not personal viewpoints but legislation, firstly consult your industry/trade association code of conduct, then you might like to try the Direct Marketing Association (unable to view their present code of conduct as its only available to members but I cant remember it specifying anything previously), the Direct Selling Association dont appear to specify it either.
The you could try Gvnt Association OFGAS and OFGEM - you mention OFTEL who regulate the telecoms market not telemarketing/direct selling - are you sure you understand our industry sufficiently? Next there's Europe and the European Law on Distance Selling, dont seem to remember too much about names in that either. Lastly theres the Data Protection Act, which covers appropriate use of data which may or may not include agents full names depending on how you take it. Did you know colleges can no longer release absence stats of vocational students to their employers, this Act is becoming all encompassing.
Last but not least consider your staff and trade unions, I know council staff who are accosted bullied and harrassed in the street (when off duty) because they've forgotten to take their badge off.
One of my first jobs was to work for a loan company, the debt chasing department always used unisex false names - Chris Smith, Sam Jacobs etc and it never did them any harm. The customer does not have a 'right' to any employees full name or any other personal details about them and all employers have a liability for the safety of their employees.

Unless its harming sales, I've not seen any empirical evidence that it makes a jot of difference to customer perception although it does provide a victim for customer praise or rebuke.

IT Helpdesk Resourcer

Phone Company

I cant see why people shopuld be worried about giving their name, our ServiceDesk staff open a call with

" Good morning, ServiceDesk my name is XXX how can i help."

Should the customer ask for the full name they give it, however I also think that our staff are comfortable in the processes they work to and also in the knowledge that the supervisors will assist should they experience any problems.

I guess it depends on the staff, if they think they have something to hide or may get a complaint about the service they have provided they may be unwilling to provide name.

If theres nothing to hide, whats the problem???

Telemarketing Manager


When I worked for British Telecomm in sales I worked with a guy who had a foreign name. He thought that his Nationality may affect his sales so he changed his name to John Smith.

Working under oftel ruling at the time for BT, I am sure it would of been pulled up in no time, if the people who used to do this were not allowed.

I think its a pointless conversation I don't think the agent should have to give there name if they don't want to.

If they feel that strongly about it give the agents a number.

Hello I your through to Jane.

Complaint made, yes you can make a complaint my agent number is.



What Should We Call Frontline Call Centre Staff?
This is an interesting article from Call Centre Helper, which discusses what we should be calling our all centre staff:

i got stalked by a customer
i received a message in my linked in account from a customer at work and demanding i complete their request. I do not know how this person found me on linked in, and how he was able to add himself as a connection.

Customer visited my home
When I was on the phones in the US, I had a customer visit my apartment. I was home, on my day off, laying on the couch watching tv and there was a bang on my door. I was expecting a package, so I answered it. The individual standing there was a customer that I had worked with on an escalation.

While we only gave out our first names, this customer slowly gathered other information about me from other agents. He eventually got my last name, the call center I worked at, and then hired an private investigator to find my place of residence. It was unnerving and a violation of my privacy.

Was this a rare instance, maybe not, I know 5 other agents who have had this happen to them them as well. I say require agents to provide true first name and put policies into place that require agents to protect the names of other agents.

I was threatened by a customer
While working in a call centre for a major utility I was threatened by a customer who then traced my home address. One of my co-workers was stalked for several months. Last names should not be given.

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