Learn how you can customize and leverage Talkdesk for your business, in the shortest time possible, by focusing on these key functionalities.
For in-depth training, explore the resources in Talkdesk Academy.
1: Purchase and Set up Phone Numbers
To set up a new phone number in Talkdesk, navigate to Admin > Numbers and select Buy Number. Ring groups (also known as Queues) will be used later to route calls to agents.
2: Add New Users
From Admin > Users, add new users and assign them a role, such as other Administrators. You can apply a default role, or build different roles by going to Admin > Roles and Permissions.
3: Make a Test Call with Conversations
Go to the app Conversations app and try it out by making a call.
4: Customize Incoming and Outcoming Flows
From Admin > Studio, you can build out multiple conversational flows with different triggers and outputs.
Learn more about Studio:
5: Add New Contacts
In the Contacts app, you can add and find all your business and internal contacts.
6: Try out the Voicemails app
Take a peek at the Voicemails app, where you can access and handle all voicemails in one location.
7: Analyze interactions
Check out the Activities app where you’ll be able to analyze voice and digital interactions.
8: Monitor performance
With Talkdesk Live real-time monitoring, you can turn data into actionable insights.
9: Analyze historical data
Leverage the reports and dashboards in Talkdesk Explore to view performance metrics and insights.
10: Monitor your team’s behavior
Rely on Talkdesk Guardian to detect and mitigate security risks.