Talkdesk Builder™ is a self-service platform that allows you to tailor Talkdesk to your specific needs
Within Builder, you will find the Integrations tab, where you can add and manage useful integrations.
To access the application in Workspace, please follow these steps:
- Click on the corresponding icon [1].
- Then, to see the integration list, click the Integrations tab [2].
On this page, you have access to the Integrations associated with your account. Select an integration to configure it or to add automated tasks. You can also add new integrations to your account by clicking the Add integration button.
On this page, you have access to the Integrations associated with your account. Select an integration to configure it or to add automated tasks. You can also add new integrations to your account by clicking the Add integration button.
Step-by-Step Instructions
Step 1 — Navigate to Builder
Go to Builder in the Talkdesk navigation menu and click on Flows.
Step 2 — Create a New Flow
Go to Integrations and select the service.
Step 3 — Select the Trigger Event
In the flow editor, click Add a Trigger.
Search for and select WFM Request Processed as the trigger event.
Step 4 — Configure the Notification Action
- Click Add an Action.
- Select your preferred notification channel (e.g., Send Email, Send Slack Message).
-
Fill in the message content. You can use the following event variables:
- Request ID – the unique ID of the request
- Request Type – e.g., Time Off, Shift Trade
- Request Status – approved or denied
- Agent ID – the agent who submitted the request
Step 5 — Save and Activate the Flow
Click Save, then toggle the flow to Active.
For more information about the available features, please refer to our Integrations documentation and Builder documentation in Developer Docs