Note: If you are in Talkdesk Workspace, you can access the Admin section and all features described below by navigating to the Admin app. For more information, please refer to this article.
By default, account Administrators have access to the Admin section where they can configure account-wide settings in the Preferences tab.
Below you can find an overview of the Preferences with a brief explanation of each one.
- General Settings
- Device Settings
- Routing Settings
- Queue Settings
- Metrics Settings
- Call Settings
- Agent Workflow
- Login Settings
- Storage Settings
- Voicemail Settings
- Contact Profile
- Sentiment Settings
- SMS Settings
- Login on Talkdesk Workspace
Please note that some features will only be available on certain plans.
Your account's timezone.
Configure your account's opening hours.
Configure a list of phone numbers that you wish to block from contacting you.
Change the default country prefix that is used with outbound calls in Callbar.
Enable the "Multiple Device Mode" or "Single Device Mode" for the account. Note: The setting may not apply when there is a Studio Flow assigned to a number.
Multiple Device Mode - Receive Calls in Browser / External Phone / SIP Phone
Configure in which devices your agents will receive Inbound calls.
Single Device Mode - Allow External Phone / Allow SIP Device
Select which devices you allow your agents to connect to Callbar.
Number of Agents to Ring
Number of agents to ring at a time when a new call comes in. Note: The setting may not apply when there is a Studio Flow assigned to a number.
Allow callers that were disconnected within the past 5 minutes to have the option to resume their previous conversation. Note: The setting may not apply when there is a Studio Flow assigned to a number.
After Hours IVR
When enabled, the IVR of your numbers will be active during closing hours. Note: The setting may not apply when there is a Studio Flow assigned to a number.
Force a status change to Away for any agent that fails to take a specified number of calls in sequence.
Enable or disable the Agent IVR feature for the whole account; this feature can be used when there are external phone numbers associated with agents or numbers.
Custom Error Message
Set up a text-to-speech message to play in the highly unlikely event of service disruption.
When this feature is enabled, calls are automatically answered on Callbar, within one second.
Queue to Voicemail
Allow a customer in the queue to request a Voicemail, and set the digit that will trigger this action. Note: The setting may not apply when there is a Studio Flow assigned to a number.
Allow a customer in the queue to request a Callback, and set the digit that will trigger this action. Note: The setting may not apply when there is a Studio Flow assigned to a number.
Maximum Queue Size
When the specified number is reached, all additional callers will be sent to voicemail. Note: The setting may not apply when there is a Studio Flow assigned to a number.
When enabled, your callers will remain in the waiting queue during business hours regardless of agent availability. Note: The setting may not apply when there is a Studio Flow assigned to a number.
Waiting Time Limit
When this limit is reached for a queued call, it will be sent to voicemail or an if-no-answer number. Note: The setting may not apply when there is a Studio Flow assigned to a number.
Service Level Threshold
Calls answered within the chosen threshold will be considered as meeting Service Level.
Filter Short Abandoned Calls
Short calls that abandon before the chosen threshold will not be reported as abandoned.
Report Files Retention Period
Specify for how long historical reports will be available (view/download).
Reporting Data Retention Period
Specify for how long reporting data will be available.
If the field is blank, by default the data retention is up to 13 months or 390 days.
Automatically Close Call Summary Window
The "Call Summary" window will automatically close after the set amount of time.
Inbound/Outbound Call Recording
Enable or disable recording of calls. Note: The inbound setting may not apply when there is a Studio Flow assigned to a number.
Agent-initiated Pause Recording
Allow your agents to pause the recording during a call.
Caller Connection Tone
When enabled, agents will hear a beep when they are connected with the caller.
Dual Channel Recordings
When enabled, it will generate call recordings in stereo with the agent on one channel and the caller/callee on the other channel.
Call Quality Feedback
If enabled, agents will be given the option to rate the quality of the call, when it ends, in the call disposition window of Callbar.
Add or edit Agent Status.
Default Agent Status
The status that agents are set to after logging in.
When enabled, agents will be notified as they receive a call, even if their browser is minimized.
Outbound Caller ID Selection
"Customized" allows agents to select which Talkdesk number to use for outbound calls and "Automated" makes this process automatic.
Configure a list of favorite phone numbers.
Enable or disable the Mobile Agent for all users.
Single Sign-On Provider
Allows you to select an SSO provider for your agents to log into Talkdesk.
Require Two-factor Authentication
When enabled, it will force agents to configure a two-factor authentication (2FA) method to log into Talkdesk.
Activating this option will enable our Support Team to access your account when needed, for configuration, troubleshooting, and support of your account. This will be done according to the user's permissions to view the account's existing data, including personal data. The access to your account data through this option will be subject to monitoring.
Delete Call and Voicemail Recordings
When enabled, call and voicemail recordings older than the selected period will be periodically removed.
Data Storage Provider
Define where you would like to store call and voicemail recordings.
Configure if voicemail is enabled in your account. Note: This setting may not apply when there is a Studio Flow assigned to a number.
Configure if voicemail transcriptions are enabled in your account. Note: This setting is only available to Classic Inbound Routing. To know how to activate voicemail transcriptions with Studio, please refer to Voicemail component - Preferences.
Maximum length for voicemail recordings in minutes.
Additional fields to be displayed on the contact's profile.
Activate Sentiment, a tool that allows you to collect Customer Satisfaction data through text message surveys and agent assessments of customer Mood.
If you have Salesforce installed, you can activate your SMS (BETA) service here.
Login on Talkdesk Workspace
Activate Talkdesk Workspace as the default login experience
By selecting this option your agents will login into Talkdesk Workspace instead of Classic.