Talkdesk Callbar CTI Connector is available for Salesforce, Zendesk, ServiceNow and Microsoft Dynamics 365 integrations.
Using the Talkdesk Callbar CTI Connector will give you the ability to click on a contact in Callbar to make it pop open in the integration.
Please follow the steps below to make sure all agents using Callbar are also properly connected to your required integration:
- Make sure agents using Talkdesk Callbar are using the same email address registered in your chosen integration.
- Make sure the integration is trying to connect to the correct Callbar CTI (i.e., Callbar App CTI and not to Callbar Chrome App CTI - unless the agent is using a Chrome OS machine). You can find instructions on how to configure the Callbar App CTI connector for the following integrations::
- Callbar CTI for Salesforce
- Callbar CTI for Zendesk
Note: In case you were previously using the Callbar Chrome App with Zendesk you will need to uninstall the existing CTI connector before adding a new Callbar App CTI connector.
- Callbar CTI for Dynamics 365
Log in to Talkdesk Callbar and also to the Callbar CTI Connector widget on your integration, making sure the same credentials are used on both sides.