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Talkdesk Callbar (Admin Guide)

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Talkdesk Callbar is an application that allows anyone in your organization to make the best use of what Talkdesk has to offer. It works as a standalone application outside of your CRM or the main Talkdesk site, allowing your agents the power to communicate with your customer in real time, anywhere.

  • Empower agents to make and receive calls using Talkdesk from any application that they are working in.
  • Get a 360 degree view of the incoming caller to reduce agent’s time to resolution and tailor customer’s experience.
  • Always docked to allow anyone in the organization to receive calls at any time, even when Chrome is closed.

      

 

Installation

Step 1

If your company uses G Suite by Google, then you can automate the installation of Talkdesk's 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! To do this, simply follow the instructions here.

If you are not using Google G Suite, it needs to be installed separately by each agent. Click here to install the Talkdesk Callbar application from the Chrome Webstore and make sure all agents who will be using the Callbar also install it by following the instructions here

Step 2

Log in to the Callbar using your Talkdesk credentials (or use Single Sign-On if enabled for the account) to start using the Callbar:

 

Integrations

You can further reduce agent time to resolution by allowing your agents to open the incoming caller profile in Salesforce, Zendesk or Desk through a single click on the integration badge in the Callbar while the call is still ringing.

Follow the instructions here to connect the Callbar to your Zendesk account. 

Follow the instructions here to connect the Callbar to your Desk.com account. 

Follow the instructions here to connect the Callbar to your Salesforce account. 

Agents can also launch the Callbar and initiate a call to a contact who has a phone number associated by simply clicking the name on that contact's profile page in Salesforce, Zendesk or Desk. To allow this, please select your agent's default Callbar integration.

Also please make sure agents install Talkdesk's Click-to-Call Extension by accessing the link here.

 

Limitations

  • Customers cannot be using SIP phones or phone mode. These configurations are not supported in the Callbar yet.
  • Widget mode should be enabled so that calls only ring to the Callbar while the main Talkdesk web application is open. 

Learn more by visiting our Callbar FAQ page.

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Comments

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    Kfranklin1972

    t you

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