Overview
The Home for Agents Dashboard serves as the primary home for agents within Talkdesk, designed to enhance daily operational efficiency and keep agents informed throughout their shifts. By centralizing essential operational metrics and team insights into a single view, agents can quickly access critical context whether they are actively handling customer interactions or in between calls.
Note: This feature is available in Preview for select customers.
How to Access the Agent Home Dashboard
- Login in to the Talkdesk Account.
Go to the conversations, located on the left-hand primary navigation sidebar.
- You will see a Home icon on the top, right next to “assigned to you” and is called “Agent Home”.
Click on the Agent Home to access the home dashboard.
Note: During Active Interactions: You can click the Home icon at any time even while on an active voice call, digital chat, or wrap-up screen to view your dashboard without interrupting or disconnecting your current session.
You can also start a new conversation by clicking the channel you want shown here, and it will lead to the dialpad.
Operational Widgets
Team at Talkdesk: View live statuses and availability for your teammates within Talkdesk. You can also start a call directly from here and talk to them.
Calendar Schedule: Monitor your upcoming events, shifts, and meetings directly on your TD agent workspace by linking your Google calendar.
Note: My schedule widget requires a secret iCal link from your calendar settings.Work Allocation: Shows active queues and campaigns that the agent is a part of.
- Agent Attributes: View your currently assigned attributes.
Latest Activities with Activity Details.
Click on any one of the activity you want more details on: