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Client Integration Screen Pop


By setting an agent’s Client Integration, Admins can allow agents to pop open and search contacts on the selected integration straight from Callbar.

When enabled, the agent's Callbar will display a badge next to the contact's initials targeting the selected integration.

Agents can then open the contact's profile directly on the integration by clicking the badge, which appears while connected to the call or while attempting to connect the agent and contact.




How it works

Admins must first configure an integration and sync contacts to Talkdesk.


Subsequently, the integration is shown in the list of available Client Integrations. Admins can also choose to have agents use only Talkdesk by selecting "Default". 




Agents can click the Talkdesk badge while connected to a contact to view their activity history.

Note: Talkdesk offers custom integration support for customers on select plans. This support may include your homegrown CRMs as long as they have contact sync options. Contact your Customer Success Manager or sales rep for more information.


Assigning Client Integrations per Agent

1. Log in to your Talkdesk account as an Administrator.

2. Select the Admin[1] and then Agents [2].

3. Click the name of the Agent you wish to assign an integration for Callbar [3]:


4.Log in to your Talkdesk account as an Administrator.

5. Select Admin [1] and then Agents [2].

6. Click the name of the Agent to whom you wish to assign an integration for Callbar [3].


7. Scroll down to “Client Integration” [4].

8. Select the agent’s Client Integration from the drop-down list [5].

9. Save your changes at the bottom of the page. 

Note: If an integration is selected for which the agent is not yet configured, an error is displayed to inform admins that they should create the user on that integration first. Also, note that agents added to Talkdesk using Talkdesk for Salesforce Managed Package are automatically assigned to Salesforce as the Client Integration.


Assigning Client Integrations in bulk


1. Select the Agents tab [6].

2. Tick the agents you wish to assign a Client Integration for Callbar [7].
Note: You can also tick the box next to "Name" to select all agents. 

3. Open the "Actions" drop-down and select Client Integration [8].


4. Select your desired Client Integration [9] and click Save [10].

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