How can we Help?

Creating a Hotlist of External Favorite Phone Numbers

Follow

 

Talkdesk allows agents to add people who don't use Talkdesk to the call and transfer callers to their favorite business contacts with one click using a Hotlist. To accomplish this, Talkdesk admins simply compile a Hotlist of External Favorite Phone Numbers. Once the Hotlist is compiled, agents can select the desired external phone number from the dropdown Hotlist menu that will appear after selecting "Transfer" or "Add Guest" while on a call.

To compile your Hotlist of External Favorite Phone Numbers in Talkdesk follow these instructions:

  • Log into your Talkdesk account as an Administrator.
  • Click on the "Admin" tab [1] at the top of the page.
  • Click on the "Preferences" tab [2].
  • Scroll down to the bottom of the page and click on the "External Favorites" link [3].
  • Type in the name and phone number of the contact you would like to add to your Hotlist [4].
  • You can add as many phone numbers as you would like by clicking the "Add Phone Number" link [5].
  • Once you have finished, click "Save" [6].

Talkdesk will store these phone numbers into your Hotlist so the next time an agent is on a call, they will be available after selecting "Transfer" [7] or "Add Guest".

To view your Hotlist of External Favorite Phone Numbers, click on the star next to the "Transfer to phone" button on the Talkdesk keypad [8].

 

 

Have more questions? Submit a request

Comments

Powered by Zendesk