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Contact Activity

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Talkdesk stores every interaction a contact has with your company in their corresponding "Activity" tab. Here, you can see all inbound and outbound calls, voicemails, chat transcripts, tickets, cases, notes, etc. 

Talkdesk also pulls information from all your other integrated business tools (e.g., Salesforce, Zendesk, Olark, ZoHo, Highrise, etc.) and puts this information in the contact's "Activity" tab.

To open a contact's Activity list, simply click on the contact's name or phone number in the following places:

  • The Calls tab
  • The Voicemails tab
  • The Contacts tab
  • The keypad when a call is ringing or while on a call

Let’s navigate to the Activity tab together and review its features.

contact_activity_1.png

  1. Open the Calls tab [1].
  2. Select a contact.

contact_activity_2___3.png

  1. Open the Activity tab [2].
    • To check all notes left during a call, click + [3].
    • To listen to the call or voicemail, click play [4].

contact_activity_5.png

Interactions displayed from an external system present these additional options [5].

  • To view more information on the interaction, click +.
  • To open the interaction in its origin system, click the open link button.
  • To execute options in the interaction’s origin system, click the dropdown icon.

 

Notes: 

  • Not all interactions from external systems support updates directly to their origin.  
  • To delete Contact history/activity, please send a request to support@talkdesk.com prior to the deletion of the Contact.

 

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