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Talkdesk AppConnect: Installing CrankWheel

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

Enhance online meetings with customers and share your screen, program or browser tab as easily as you make a phone call. Customers never need to install any software and it works even on their mobile devices. You can finally tell your customer, in the middle of a phone call, “I can show you,” and start showing them what they need to see. Offer visual explanation without preparation, easily book meetings in advance or integrate CrankWheel’s conversational lead capture forms into your web site for Instant Demos.

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 CrankWheel app. 

Since CrankWheel provides screen sharing features for interaction with customers and members of your team, we recommend installing it for all account users:

Install_CrankWheel.png

 

Data Access: 

When you install CrankWheel, it will grant CrankWheel access to user information and account details. It also provides single sign-on for a seamless integration with CrankWheel.

Data_Access_CrankWheel.png

 

For more information about CrankWheel, please visit their website.

 

Application Access:

By default, any user with the default Admin or Supervisor role will be able to launch the CrankWheel 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_CrankWheel.png 

 

Uninstall:

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

CrankWheel_Settings.png

 

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

CrankWheel_Uninstall.png

To uninstall CrankWheel 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.

 

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