Contact Profile (Legacy)

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.

 

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When you click on any contact name or phone number in the Calls [1], Voicemails  or Contacts sections, the Callbar, or any other location, Talkdesk opens the corresponding profile and historical activity:

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The contact’s information, such as phone number, email, company, and address, is stored in the Profile tab [2]. Any custom fields defined for your contacts will also show here.

If you wish to change or add any details, simply click the Edit Profile button [3]. Enter or edit your required information into the respective fields and hit the Save button at the bottom of the page.

Once edited or updated, all details within the contact’s profile tab are immediately available to all agents of your team.

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