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Setting a Specific Outbound Caller ID per Agent

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To define a specific phone number to be used as the default “Outbound Caller ID” per agent and specify different outbound caller ID settings from the account, follow these instructions:

  • Log into your Talkdesk account as an Administrator.
  • Click the "Admin" section [1] at the top of the page.
  • Select the “Agents” tab [2].
  • Click on the agent name for whom you would like to configure the outbound caller ID [3].
  • Under “Outbound Caller ID Settings” select “yes” next to “Override Account Settings” [4] and define the settings you want to apply for that agent.
  • Besides choosing if the selection method should be Customized or Automated, you can define a specific phone number to be used as the “Outbound Caller ID” [5].
  • "Save" your selection [6].

The number selected will be displayed as the agent's default outbound caller ID.

Troubleshooting tip: If an agent is not able to use a specific number as an outbound caller ID, this typically means that they do not have the appropriate ring groups associated with the number assigned to them. Check to ensure that the ring group associated with a number is also associated with the agent.

 

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Comments

  • Avatar
    Aurian de Maupeou

    This should be set at the ring group level, not at the account level.
    It seems like you created talkdesk for single-team customers!!! I can't believe there is no option to edit a ring group's basic functions such as the outbound caller id, the default timetable, the default greetings etc.

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