Your Guide

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.

 

0: Review Set up Best Practices and Recommendations

To ensure a smooth experience with Talkdesk, you can find here a list of requirements and best practices that you need to keep in mind when setting up your hardware, software, and network. When configuring your firewall, make sure to review the necessary domains, IP addresses, and ports provided here.

 

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. 

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