Inviting your Team

Note: We are launching a new Users tab within the Admin app in Talkdesk Workspace for an improved user provisioning and management experience. The rollout of this tab will be completed for all customers on January 5, 2024. The Agents tab will remain accessible within Talkdesk Workspace and Talkdesk Classic until a date to be announced. Learn more about this update here.

 

After configuring your phone numbers, it’s time to invite other team members and start collaborating with them. Agents are the team members who typically handle calls and other interactions in your contact center.

Notes: 

  • In case you are using Talkdesk for Salesforce, be sure to always add new users who will be using Salesforce directly in Salesforce and not in Talkdesk. Adding new users in Salesforce will automatically add the user to your Talkdesk account; however, the opposite is not true.
  • To learn how to configure User Provisioning directly from your Identity Provider, please read the documentation on SCIM User Provisioning.

 

Adding Agents

To start adding new agents to your Talkdesk team, follow the steps below:

Note: If you are in Talkdesk Classic, you can access all the features described below by navigating to the “Admin” section > “Agents” tab. 

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1.  In the “Admin” app, select the Agents tab [1].

3. Click on Add New Agent [2] (or click Add Call Center Agents if you are on the getting started screen, and accessing Talkdesk for the first time).

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4. Fill out the mandatory fields (marked with *):

  • "Name" [3] and "Email" [4].
  • New team members must be assigned to "Ring Groups" [5]. The agent's ring group is already added by default. It is through ring groups (e.g., skills, departments, languages, among others) that Talkdesk routes different types of calls to agents with the proper skills to handle them. To learn more about ring groups and how to set them up, please refer to our article on Setting up Ring Groups.
  • Configure any additional setting as you see fit, for example:
    • The “Internal Extension” that you want to assign to this agent [6].
    • The “External Phone Number” to which calls can be forwarded if you want your agents to answer calls on external phones [7]. Note: This feature is only available for Talkdesk Classic Inbound Routing. To learn how to configure this with Talkdesk Studio, please refer to Studio documentation.
    • Depending on the user’s "Role" [8], permissions to access certain functionalities may be limited. For more information, please check our Roles and Permissions article.
    • Set the “Client Integration” [9] to pop open and search contacts on the selected integration. For more information, please our Client Integration Screen Pop article.

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5. Set the “After Call Work Settings”: Activate or deactivate “After Call Work” [10], select the desired "After Call Work Timeout" [11], and define whether the “Call Disposition Dialog” should appear after inbound calls only, outbound calls only, or both [12].

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You can also override the account's settings for used devices [13], Outbound Caller ID [14], Call Quality Feedback [15], and Login on Talkdesk Workspace [16], by configuring different settings for the user that you are adding.

Depending on your account's setup, you may see additional settings that you can enable.

 

6. Click Save to finish the configuration. When you do this, the new team member will receive an invitation email. Once the invitation is confirmed, the agent is ready to start using Talkdesk.

Note:  You can reopen the user’s profile at any time and adjust the settings as needed.

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If the user did not receive the invitation email, you can resend it by clicking the Resend Invitation link [17] under the email field.

Note: Accounts that have configured SSO-only by disabling the “Account Login Section” in “Login Settings in Login” will not receive an email invitation.

 

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