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Talkdesk Workspace or Callbar CTI Connector

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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:

  1. Make sure agents using Talkdes Workspace /Callbar 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/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:
  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 or Callbar and also to the CTI Connector widget on your integration, making sure the same credentials are used on both sides.

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