Make sure SIP has been enabled for your account and agents have their SIP credentials before following these instructions. To learn more, please read the article Can I use SIP devices with Talkdesk?
1. Configuring SIP software for Agents
Preferences, press the + button and select the
New SIP Accounttype. The configuration for the Account can be:
Account namecan be anything you like.
- Make sure only the "Call" under the
Use forsetting is ticked
Under the "General" tab you should use:
User IDis the first part of the
Passwordshould be the password found in the Agent Settings.
- Make sure
Register with domain and receive callsis checked
- You should remove the tick for the
Check for voicemailoption
All other tabs can be left as-is. Just press
OK to conclude the SIP account configuration.
Once the SIP software has been configured with the Agent's SIP endpoint they can now receive calls.
To do so, the Agent needs to have the SIP software opened and be logged in to their Talkdesk Account with their status set to "Available."
When an incoming call comes through, Talkdesk will notify the Agent that they have to answer the call on their SIP phone, and their SIP hardware or software phone should start ringing at the same time.
Outbound calls using SIP need to be initiated directly from your SIP phone.
It is not yet possible to make outbound calls from a SIP phone directly from Talkdesk. This means agents can’t initiate the call in the browser and have the SIP device make that call since the
call button that appears in the contact list will not work.
All outbound calls need to be dialed from the SIP device.
Once connected agents can then control the call from the Talkdesk Keypad in the browser to mute, put it on hold, transfer, or add a guest.
Calls must also be disconnected on the SIP device.