If you have licenses for both Talkdesk for Salesforce Voice and Talkdesk for Salesforce, and wish to switch agents between the two, you can do it by following these articles:
- To remove users from a product, follow the Removing a License from Talkdesk users section here.
- To assign a license to users, follow the Assigning a License to Talkdesk Users section here.
Notes:
- The license removal process takes around 5 minutes. Please wait for it to finish before performing any further license changes.
- After changing the license, all users should refresh their pages to avoid encountering any issues.