How can we help?

Talkdesk CTI Connector is available with Workspace or Salesforce, Zendesk, ServiceNow, and Microsoft Dynamics 365 integrations.

Using the Talkdesk Workspace CTI Connector will give you the ability to click on a contact in Conversations to make it pop open in the integration.

Please follow the steps below to make sure all agents using Conversations are also properly connected to their required integration:

1. Make sure agents using Talkdesk Workspace are using the same email address registered in your chosen integration.
2. Make sure the integration is trying to connect to the correct Talkdesk Workspace CTI. You can find instructions on how to configure the CTI connector for the following integrations:
• CTI for Salesforce
• CTI for Zendesk
• CTI for Dynamics 365
3. Ensure that the correct integration is selected as default in Talkdesk. Note that the CTI-based features (such as Click-to-call and Contact Pop) will only work for one chosen default integration.

Log in to Talkdesk Workspace and also to the CTI Connector widget on your integration, making sure the same credentials are used on both sides.