Talkdesk CTI Connector is available with Workspace or Callbar for Salesforce, Zendesk, ServiceNow, and Microsoft Dynamics 365 integrations.
Using the Talkdesk Workspace/ Callbar CTI Connector will give you the ability to click on a contact in Conversations or Callbar to make it pop open in the integration.
Please follow the steps below to make sure all agents using Conversations/Callbar are also properly connected to their required integration:
- Make sure agents using Talkdes Workspace /Callbar are using the same email address registered in your chosen integration.
- Make sure the integration is trying to connect to the correct Talkdesk Workspace/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 CTI connector for the following integrations:
- CTI for Salesforce
- 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.
- CTI for Dynamics 365
Log in to Talkdesk Workspace or Callbar and also to the CTI Connector widget on your integration, making sure the same credentials are used on both sides.