Before configuring the software, each agent will need to get their SIP credentials. 

Agents can access this information by clicking their names on the top right corner and selecting “Settings” from the dropdown menu:

In case they don't have these permissions, these will need to be provided by an account Admin by accessing the Agents tab and selecting each agent's name:

Once in the Agent's settings, click the 'Request SIP Credentials' button to receive an email with a link to the SIP credentials:

Note: This link as an expiration period of 10 minutes or one visit.

In Polycom: 

Select “SIP” Settings:

Under Server 1 enter the following details:

• Server: phone.plivo.com
• Port: 5060
• Transport: TCPpreferred
• Expires: 300

 

 

 

Under “Lines”:

 

• Address: <username> (shouldn’t include @phone.plivo.com in the username)
• Authentication User ID: <username> (shouldn’t include @phone.plivo.com in the username)
• Authentication Password: <password>
• Label: anything you like, as it will appear on the phone’s LCD

 

Click “Submit".

Note: Some limitations apply when using SIP phones with Talkdesk.