Note: Effective June 21, 2021, Talkdesk Classic Inbound Routing will no longer be available to sell to new customers. New customer accounts will only be able to configure inbound routing behavior through Studio.
Talkdesk routes calls based on various settings available through your admin preferences. Follow these steps to configure your account’s Routing Settings.
Note: If you are using Talkdesk® Studio™, depending on how the components are configured, some of these settings may not be applicable.
- Log in to your Talkdesk account as an administrator.
- Click the Admin [1] section.
- Select the Preferences [2] tab.
- Scroll down to "Routing Settings" [3].
- Adjust the settings according to your needs.
- Click Save [4] to finalize any changes you’ve made.
You can configure the following Routing Settings.
- Number of Agents to Ring
- Intelligent Reconnect
- Customer Caller ID
- After Hours IVR
- Automatic Away
- Agent IVR
- Custom Error Message
- Auto-Answer
Note: Certain settings appear at multiple levels within Talkdesk. For example, “Number of Agents to Ring” is configurable at account preferences, number settings, and within flows.
These settings interact on a “specific beats general” basis, meaning specific settings that are narrower in scope beat those which function more generally. In practice, this means that the routing settings configured at the account level are overridden by settings specific to numbers, and those number-level settings are further overridden by those specifically within a flow.
Number of Agents to Ring
“Number of Agents to Ring” determines how many agents Talkdesk will ring for each call.
If no agent answers, Talkdesk will proceed to ring a new batch of agents of the same size or with the remaining undialed agents, whichever number is smaller.
Talkdesk finds eligible agents to ring based on the parameters described in the article, “How are calls routed?”.
Please consider the following while configuring this setting:
- Agent Devices. You can configure the device agents receive calls with. Read our Device Settings article to know more.
- Smaller Integers Preferred. Routing performs optimally when smaller integers are used. 1 is the preferred value here, and we recommend ringing no more than 5 agents at once. Learn more in the article, “How many agents should be rung at a time?".
- Ringing Priority. When multiple agents are eligible to receive a call, Talkdesk will immediately ring the most eligible agent first and add subsequent agents at one-second intervals until all are rung.
Intelligent Reconnect
This feature places callers at the top of the queue if they’ve disconnected just moments before. To learn more about this feature, please read the article Intelligent Reconnect.
Customer Caller ID
With this feature, you can decide whether the Touchpoint or the Contact number will be displayed on an external phone when a call is manually transferred by an Agent.
If the setting is disabled, the Touchpoint number (the point of contact used in an interaction between a company and a contact person; typically the inbound number of your IVR/Studio Flow) will be used.
If the setting is enabled, the Contact number will be used as the origination of the transfer, if the upstream carrier supports it.
Note: This setting will also apply when the Agent uses an external device. Typically, when a phone call is forwarded to an agent’s external phone, the number displayed on the agent’s device will be one of the account’s phone numbers (the Touchpoint). However, if the “Customer Caller ID Enabled” option is enabled, the number displayed on the agent’s external phone will be the contact person’s Caller ID (Contact number). This way, the agent will always know specifically who is calling.
After Hours IVR
This feature determines whether your IVR will be active after business hours or if callers will simply hear your “Out of Business Hours” message. To learn more about this feature, please read the article After Hours IVR.
Automatic Away
This feature determines how many consecutive calls an agent can miss before Talkdesk overrides their status to Away. Learn more in the article “Automatic Away Status”.
Agent IVR
With the Agent IVR feature, if calls are being forwarded to the external phone of an agent, an IVR prompt will be played when they press the “Answer” button.
This way, the agent will be informed that the call is being forwarded by Talkdesk and they can accept or reject the call by following the instructions on the IVR prompt.
By default, the Agent IVR is disabled. To enable this feature, please follow these steps.
- Next to "Agent IVR Enabled", select Yes [1].
- Click Save.
When the Agent IVR is enabled, an IVR prompt is played twice and waits for the agent to press digits on the external phone.
- To accept the incoming call on the external phone, the agent needs to press 1.
- If they press 2, or if no digits are pressed, the call will be ignored (the default routing behavior is applied and, if no other agent is available to handle the call, it will be redirected to voicemail).
- The Agent IVR works with "forward to External Phone Number", “forward to phone number” in the IVR, and "If-No-Answer Phone Number".
Note: Adding one asterisk (*) into the extension field (Ext.) of the external phone number does not have any impact when the Agent IVR is enabled. If two asterisks (**) are added, this will disable the Answering Machine Detection (AMD), which means that the Agent IVR prompt will not be played when the agent presses the “Answer” button on the external phone.
Enabling the Agent IVR for specific agents
Agent IVR is also configurable for individual agents.
- Go to the agent’s profile from the Agents [1] tab.
- In "Agent IVR Enabled", click the toggle to switch it ON [2].
- Click Save at the bottom.
Custom Error Message
You can define a custom error message using this field. To learn more about this feature, please read the article Custom Error Message.
Auto-Answer
This feature automatically answers calls within one second. The agent will no longer have to press the Accept button to answer the call. For more information, see the article Auto-Answer.