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Making a Call

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Calling a new contact:

To call a new contact, simply click the 'Keypad' button [1], on the right hand side of your Talkdesk dashboard:

makingaCall.gif

Your keypad will be displayed and you can either type in the phone number here or copy the number and paste it in the text box [2].

Once you click 'Call' to place a call, your keypad will be replaced with the call control functions [3].

To finish the call, hit the 'End Call' red button [4].

Once you finish the call, Talkdesk automatically adds the call details (plus the recording, if this option is enabled for your account) to the contact’s activity tab within their profile, as well as to the Recent Calls section (recently renamed as Call History).

 

Calling a new contact using the Callbar:

To initiate a call to a new contact using the Callbar instead, start by making sure you are set to Widget Mode. Then simply follow the instruction here.

 

Calling an existing contact:

To call a contact that already exists in your Talkdesk account, simply click on any phone number or contact name to open the profile [1].

Once you click the contact, the corresponding phone numbers are displayed in your Keypad [2].

Clicking 'Call' here or clicking the phone icon on the Voicemail section, will display the call control functions and place the call [3]:

contactaCall.gif

Once you hit the red 'End Call' button to finish the call, Talkdesk automatically adds the call details [4] (as well as the recording, if this is enabled for your account) to the contact’s activity tab.

  

Calling an existing contact using the Callbar:

If your Widget Mode option is on and you are logged in to the Callbar, clicking Call on the contact's page or the phone icon in the Voicemail section will immediately initiate a call to that number using the Callbar instead:

contactProfileCallbar.png

Once you hit the red 'End Call' button to finish the call, Talkdesk automatically adds the call details (plus the recording, if this is enabled for your account) to the contact’s activity tab.

 

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