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Assigning agents a default integration for Callbar

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Note: Please take into account that one user can only choose to work with one CRM integration at a time. Thus, when you open your Talkdesk Contacts list, the contacts you see are those matching the CRM integration you chose to be active (if there is no integration chosen, it will show all contacts); if you select a contact, the contact pop will only be accessible if that one contact is available in the CRM integration chosen.

Admins can now select the default integration each agent has access to.

Once an integration has been selected, the agent’s Callbar will display a badge with the Salesforce, Desk or Zendesk logo, depending on the default integration selected:

When making or receiving a call, by clicking the contact’s badge in Callbar, agents are automatically taken to the contact’s profile page on that integration.

Learn more about Callbar Integration Screen Pop.

 

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