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Logging into Talkdesk Callbar

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Following the release of our Unified Login System to make the authentication system safer and faster in Talkdesk main web application, we are happy to announce that, since the start of 2018 we have started releasing the same system also for Callbar and Callbar Electron.  

This means that, once you log into Talkdesk Unified Login you will be able to access all Talkdesk applications (including AppConnect apps, Talkdesk main and Callbar) as well as your default integration (eg. Salesforce, Zendesk, Desk), while also being able to continue using your preferred SSO provider.

 

Note: You must upgrade Callbar to the latest version, as our Unified Login system is not available for versions below 1.8. To check your current version, click the menu on the top left corner of the Callbar:

Callbar_Version.png

Callbar automatically checks every 15 minutes for updates. If a new update exists, it will display a message with an 'Update now' button that you can click to update the Callbar:

update_message.png 

Once you have upgraded Callbar to the latest version, follow the steps below to login to Callbar using Talkdesk Unified Login for the first time:

 

Step 1

  • Type in your domain name and press 'Next':

Callbar-Domain-name.png  

A browser authentication window should automatically pop open outside the Callbar where you will be requested to type in your email and password:

Unified_Login-Electron-SSO.png

Note: If you do not immediately see this page, click the Callbar browser link where it says: “Please input your credentials into the browser”.

  

Step 2

Type in your Talkdesk credentials and press the ‘Login’ button, or use your SSO credentials and press the ‘Sign In with (Salesforce, Okta, Google account or OneLogin credentials, depending on your account settings)’ button instead.  

  

If you have forgotten your password, simply press the ‘Forgot your password?’ link. 

A browser page will be displayed where you can type in your email address and press the 'Reset my password' button:

Unified_Login_-_Reset_Password.png 

Once the credentials entered are valid, you'll be automatically logged into Callbar:

 Launched_Callbar.png

That's it! You can now start making and receiving calls using Talkdesk Callbar and access your default integration or Talkdesk main web application at any time without being requested to login again.

 

Note: If you are going to be logged in to the Talkdesk main web application and the Callbar at the same time, make sure you configure widget mode. This will ensure that calls only go through the Callbar and don't ring in both places simultaneously.

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