Talkdesk Home: Overview

Talkdesk Home works as a landing page and provides Supervisors with a personalized summary, serving as a jumping-off point for complex actions that span multiple Talkdesk Workspace applications.

This single interface allows users to have a holistic view of the most critical operational information and enables quick, tactical responses, as well as provides drill-down capabilities to get into the details.

By aggregating data from across both core Contact Center, Artificial Intelligence (AI), and Workforce Engagement (WEM) applications (i.e., Quality Management, Guardian, and Feedback, among others) Home highlights important trends and results that require immediate attention and action, whether it is scheduling and day-to-day operations or service level management. 

 

Home should be installed by default for all Talkdesk accounts.  If you wish to install Home, please contact your Customer Success Manager (CSM).

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Once Home has been installed, you can access it by going to My Apps [1] and selecting the Home icon [2].

 

Prerequisites

Before accessing Home, please make sure that your CSM, Solutions Consultant, or the administrator has enabled Home and has granted you access to it.

 

Access and Permissions

To manage which team members have access to Home, please follow these steps:

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1. Click on the settings cog icon [1].

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2. On the Users tab, [2] you can tick each user or role that should have access to Home [3]. If you need more information about roles, please visit the article Roles and Permissions.

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3. On the Auto Install tab [4] you can select for which roles [5] Home is going to be automatically installed for newly added users (i.e., in case the "Agent" role was selected, then all newly added agents in the future would immediately have access to Home). 

4. Once you finish, click on the Save changes button [6].

 

For additional support, please contact your Customer Success Manager.

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