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Callbar Electron for Desk (Closed Beta)

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In order to install and configure Talkdesk Callbar Electron and integrate it with your Desk account, follow these steps (Note: you must have admin permissions and a Desk.com Pro or Business Plus plan account):

  

Installing and configuring the Callbar Electron for Desk 

 

Step 1.

If you have not yet done so, install the Talkdesk Callbar Electron application from the link that was sent to you via email, and make sure your agents do the same by following the instructions here for Windows machines or here for Mac.

Follow these steps to install and configure Talkdesk Callbar Electron with Desk:

Electron-Desk-1-3.png

  • Go to Admin [1] and then click the Settings icon [2].
  • Switch the Phone Integrations button to On [3].

Desk.com-Phone_Settings.png

  • Select the ‘Channels’ tab [4]
  • Next to ‘Phone’ [5], change the ‘Phone Calls Enabled’ option to "On" [6] and Update your changes.

Electron-Desk-7-9.png

  • Click the Phone 'Integrations' option [7].
  • Delete the Talkdesk Callbar integration [8].
  • Press the ‘Add Integration’ button [9] and add a new integration with the following parameters:

Electron-Desk-Add-Integration-10.png

  • Select the agents who will be using the Callbar Electron [10] and press Add Integration.

 

Logging into the Callbar CTI Electron

To start using Callbar Electron with Desk all agents will need to login to the new CTI prompt displayed inside their Desk accounts.

To do this follow these steps:

 Electron-Desk-11.png

  • Type in your Talkdesk account domain name [11] (this is usually your company name) and press Next.
  • Press the Login button.

A window will pop up asking you to type in your Talkdesk email address and password:

Electron-Desk-Login-Talkdesk_pop.png

  • Enter your Talkdesk account details and press the Login button.

Electron-Desk-CTI.png

That’s it! Callbar Electron is now connected to your Desk account and you can login and start using the Callbar.

Note: Make sure to follow the instructions here to assure no other integration is selected to be used by your agents as default with Callbar.

Now, when a call is accepted in Callbar, Desk.com can automatically generates a new case where you can start adding your notes:

Electron-Desk-Case-Click-to-Call.png

Also, while working in Desk you can launch the Callbar and initiate a call to one of your contacts who has a phone number associated, by simply clicking the phone number on that contact's profile page.

Clicking on a contact's integration badge in the Callbar will also automatically open the associated contact in Desk.

 

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