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Installing Virtual Agent


The Virtual Agent installation is a three-step process, led both by Talkdesk and your account administrator, at a later stage.

The first phase of the installation process, managed by our internal teams, consists of the creation of the Virtual Agent and the conversation flow, which is based on a prebuilt set of topics following the needs of your business. 

Once the Virtual Agent enablement is done on the Talkdesk side, the Virtual Agent component must be configured in Studio.

At the same time, your account administrator will be provided with an account-specific installation link that is used to enable the Virtual Agent application on Workspace, which allows your supervisors to monitor the live and archived sessions carried out by Virtual Agent.

Installing Virtual Agent

Use the installation link that was provided to your account administrator. Log in to your Talkdesk account, by entering your account name and clicking Login, and proceed to configure the installation settings by completing the following steps: 

VA_install_1.png1. Choose the full plan [1], the roles, or users who will have access to the application [2], and click Next [3].VA_install_2.png

2. Accept the application’s terms and conditions [4] and click Install [5]. A confirmation message of the successful installation will be displayed on your screen.


When the account administrator enables the application for the account, it will be immediately available on the Talkdesk main web application. 

Administrators and account supervisors will be able to see the Virtual Agent application under My Apps in Talkdesk main web application and access and start it from there, simply by double-clicking on it.


Once on the Virtual Agent page, supervisors can see the existing virtual agents [1], as well as information on their last updated [2] and published dates [3]

When clicking on any of the existing virtual agents’ names, further information will be displayed, such as the number of active sessions, the top intents, or the relation between the number of sessions and the resulting escalations.VA_install_5.png

When selecting the Session monitor tab, supervisors can:

  • monitor the ongoing sessions in the Active section [1]. 
  • see the session history in the History section [2].

To help supervisors monitor the live sessions, the Active tab provides the ability to perform the following actions:

  • hiding or displaying the escalated interactions [3]. 
  • searching by contact name or number [4].
  • filtering the interactions by date, channel, or virtual agent name [5].
  • seeing the incoming call’s phone number [6].
  • seeing the virtual agent that is handling the call [7].
  • seeing the sentiment analysis perceived throughout the conversation [8].
  • seeing the contact start time and date [9].


The History tab presents a similar structure, but will additionally enable supervisors to see the past calls’ duration [1] and to clearly identify gaps in the conversations [2] since the rows containing conversations in which the speech was not fully understood by the virtual agent, will be highlighted in red.

For more information on this product, please visit the Virtual Agent: Overview article or contact your Customer Success Manager (CSM).

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