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Talkdesk Callbar

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Talkdesk Callbar is a new application that allows agents to make and receive calls via Talkdesk from any application they are working in. It works just like our existing Call Bar in the main Talkdesk web application, giving your agents the power to communicate with customers in real time, but offering a new way to use Talkdesk.

Some benefits of the new Callbar include:

  • Always accessible: agents can make and receive calls from anywhere on their desktop - no more having to comb through open tabs or leaving the website or application that they are working in for their softphone.
  • Talkdesk Callbar ensures you always have the context you need when connecting to customers in real-time. Get a 360 degree view of the incoming caller to reduce agent’s time to resolution and tailor customer’s experience.
  • Always docked to allow anyone in the organization to receive calls at any time, even when Chrome is closed.
  • Lightweight and easy to use. Talkdesk's Callbar can be used by anyone in your organization - no training required.
  • Callbar is also fully integrated with Salesforce, Zendesk and Desk.com and supports click-to-call, screen pops, call logging and more.

    

Installing the Callbar:

 

1. Click here to install the Talkdesk Callbar application from the Chrome Webstore and make sure all agents who will be using the Callbar also install it:

 

2. Go to the Talkdesk main application and set yourself to widget mode:

Note: Everyone using the Callbar will need to click this option in Talkdesk and switch it to Widget Mode.

Widget mode disables calls inside the main Talkdesk web application, ensuring that calls only get directed through the Callbar and don't ring simultaneously in the Talkdesk application.

 

3. Once set to widget mode, launch the Talkdesk Callbar application:

 

4. Start by typing in your Talkdesk account name. Press 'Next' and then enter your login email and password. Press the 'Log In' button (or the 'Use Single Sign On' button, in case this has been enabled for your account, allowing you to use your Salesforce credentials instead):

 

5. When logging in to the Callbar for the first time, you may be prompted to install Talkdesk's Click-to-Call extension: please do so! If you do not see this prompt, install it manually by accessing this link.

Once installed, the Talkdesk Click-to-Call extension intelligently starts scanning the websites and systems you access, adding a link to each phone number found. Agents can then launch the Callbar and initiate a call through a simple click on a number.

Learn more about the new Talkdesk Callbar here.

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