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Creating a New Contact (Legacy)

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Note: With Talkdesk Agent Workspace generally available, we announced — on February 21, 2022 —  the End of Life to our legacy Agent products — Main Dialer, Talkdesk Callbar, and associated Agent tabs in Main — which includes the feature(s) described below in this article. You may continue to use the legacy agent products until the EoL date. However, upon the End of Support date, Talkdesk will no longer provide fixes or enhancements to the products, so you should upgrade to Talkdesk Agent Workspace. 

Access the full Announcement here.

Access Talkdesk Agent Workspace documentation here.

 

In the Contacts section you can create new contacts, as well as search, edit and delete existing contacts.

How to create a new contact

To create a new contact:

  • Select the 'Contacts' section [1].
  • Click the 'New Contact' [2] button.
  • Type in your new contact’s information and press 'Save' [3].

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You can also upload a CSV file with your contacts or import your contacts directly from an external system like your CRM or Helpdesk. To do this simply integrate the system with your Talkdesk account.

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