How can we Help?

Talkdesk AppConnect: Installing Teleopti

Follow

Teleopti is available for install! Here's a little information about Teleopti:

Teleopti, a top global provider of workforce management software, offers a world-class WFM solution that is sophisticated, localized and easy to use. As the largest “best-of-breed” vendor, Teleopti focuses on helping contact centers, back offices and retail stores improve customer service, employee satisfaction and profitability – through optimized, automated forecasting and scheduling with cutting-edge features to empower and engage employees.


Founded in 1992, Swedish-established Teleopti has customers in over 85 countries, 13 offices across the world – and a comprehensive global network of partners. With a record of continuous net profitability for 25 years and with high customer satisfaction ratings, Teleopti serves as a reliable partner.

For more information, please see their AppConnect listing.

 

Installation:

Users with permission to install apps can click "Install" from the AppConnect listing page. This will launch an installation wizard within Talkdesk. Please note that apps are installed for the account.

All users with the default Admin role have the ability to install apps. We recommend installing the app for all Admins so they can also launch and manage the app. Otherwise, you may want to create a separate "AppConnect Admin" role if you want to restrict this capability.

During the installation flow, select which users you would like to be able to access the Teleopti app. Since Teleopti is a workforce management software, we recommend installing it for all admins and supervisors.

Teleopti-users.png

 

Data Access:

When you install Teleopti, it will grant Teleopti access to historical and realtime data feeds for forecasting and analysis purposes. User information will also be used to sync across both platforms. As a result, any user who can access the app will be see all historical and realtime data and will be able to edit WFM dashboards for your account.

 Data_Access_Teleopti.png

After activation of your trial account, Teleopti will load historical and realtime Talkdesk data and continue updating on a daily basis. Please note that, when you install Teleopti, it will take up from one to 3 hours to load historical data. For more information about how Teleopti can help you visualize your Talkdesk data, please see their documentation

Note: Teleopti only has read access to your Talkdesk data.

 

Application Access:

By default, any user with the default Admin or Supervisor role will be able to launch the Teleopti app once it is installed for those users.

For users with an Agent or custom role, please ensure that the AppConnect Applications permission is enabled from Admin > Roles so that the My Apps dropdown is visible to launch apps:

Agent_Permissions_Teleopti.png

 

Uninstall:

To uninstall Teleopti for specific users, hover over the app in the My Apps dropdown to surface the settings management icon:

Teleopti.png

From there, simply deselect the users whose access you want to revoke:

Teleopti-Uninstall.png

To uninstall Teleopti for the entire account, click the 'Uninstall app' icon at the bottom left. 

Note: The application will be uninstalled for all users and any data or configuration will be deleted. This action cannot be undone!

 

Billing:

All applications come with a free 30-day trial.

Should you choose to purchase, it will continue month-to-month without any contract. App purchases will show up as an additional line item on your Talkdesk invoice.

Have more questions? Submit a request

Comments

Powered by Zendesk