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Installing Talkdesk Click-to-Call extension

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Talkdesk's Click-to-Call extension allows you to use our Click-to-Call functionality and call your customers directly from your favorite Helpdesk, CRM, sales software or website through a simple click on a number.

You should also install it if you are using Callbar and wish to be able to pop a contact or case to any contact sync enabled integration.

 

How to Install:

Installing_Talkdesk_Click-to-Call_extension.png

Once installed, the Talkdesk Click-to-Call extension intelligently starts scanning your websites and systems, adding a link to each phone number. You can then initiate a call by simply clicking on the link with the Talkdesk phone icon, as per below example:

cases-contact_phone_enabled.png

Installing this extension is also recommended if you're using Talkdesk's Callbar.

If your company uses G Suite by Google, then you can automate the installation of Talkdesk's Click-to-Call Chrome Extension and Callbar to all your agents by setting a policy. This will save time and make sure everyone in your team has what they need! 

Helpdesk, CRM, sales applications and websites supported include:

 

Configuring your Talkdesk Click-to-Call extension settings

To configure Talkdesk's Click-to-Call settings follow the instructions:

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  • Type in chrome://extensions in the address bar [1] and press enter (or Click More [2] and then go to More Tools [3] and Extensions [4]).

Click_to_Call_Extension_Details.png

  • Search for Talkdesk Click-to-Call extension and click "Details" [5].

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  • Scroll down to "Extension options" [6] and click to open it.

The following screen will show up allowing you to change your desired settings [7]:

Click_to_Call_extension_options.png                       

You can configure and change the following options:

  • Hide the Talkdesk icon that shows next to phone numbers, when these are highlighted by the Click-to-Call Extension
  • Choose where you want the call to be initiated on: Callbar Chrome App, Talkdesk Main or Callbar App
  • Enable an “Extended Detection Mode”. This will force Talkdesk to look for phone numbers in any website even when not following the recommended practices and format.
  • You can also configure a list of exceptions. By entering a website in this list it will ignore it when trying to detect phone numbers. This is especially important as this extended detection may slow down the browser. 

Once done ' Save' [8] your changes.

 

 

Note: It’s possible that some phone numbers on a public website are not getting properly fetched or hyperlinked; or they are getting hyperlinked but it’s not possible to click them to initiate a call through Talkdesk. This can happen for several different reasons, including:

  • Web designers have not made the phone number on the website code into a proper link by wrapping it in an hyperlink with the tel: schema
  • Phone numbers on the website were not correctly specified either in international, national formatting or in standard E.164 format: the plus sign (+), country code, area code, and number. If providing a number in local national format, they should also specify the country as an optional parameter. If no country is provided, this will default to US.
  • Libphonenumber, Google’s open source phone number handling library, is used to properly format possible phone numbers for a given region, using length and prefix. While not absolutely necessary, it’s a good idea to separate each segment of the number with a hyphen (-) for easier reading and better auto-detection.
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