Adding Talkdesk Callbar CTI Connector for Salesforce or Zendesk will give you the ability to click on a contact in Callbar and automatically pop open the associated contact in the integration of your choice.
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 each integration in the following links:
Note: In case you were previously using Callbar Chrome App with Zendesk you will need to uninstall the existing CTI connector before adding a new Callbar App CTI connector.
- Also, please make sure all agents install and update Talkdesk's Click-to-Call Extension settings to make calls through Callbar App (or Callbar Chrome App if using Chrome OS).
- Widget mode should be enabled so that calls only ring to Callbar while the main Talkdesk web application is open.
- Ensure that the correct integration is selected as default in Talkdesk.
- 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.