Configuring Talkdesk
Administrators, quickly show ROI by learning how to best configure the system.
Getting Started
- ★ 6 Steps to Get Up and Running with Talkdesk
- Adding Numbers
- Business Continuity Planning
- Configuring a Phone Number
- Connecting Talkdesk to your Business Tools
- Inviting your Team
System and Network Best Practices
- ★ Network Requirements: Firewall and Quality of Service (QoS)
- ★ Setting up Talkdesk: Requirements and Best Practices
- Best Practices when Working From Home
- How to Create a Firewall Rule for Callbar Using ESET Endpoint Security for Windows (Legacy)
- How to Create a Firewall Rule for Callbar Using Kaspersky Internet Security for Windows (Legacy)
- Implementing QoS in Windows Environments
Agents and Teams
- After Call Work & Call Disposition Dialog
- Agent Deactivation
- Attributes Tab
- Customizing the Agent Status
- Defining and Editing Permissions for Talkdesk Teams
- Dispositions
Call Handling Preferences
- Agent-initiated Pause and Resume Call Recording
- Auto-Answer
- Automatic vs Customized Outbound Caller ID
- Configuring an Outbound Caller ID
- Enabling Desktop Notifications
- Forwarding Calls to an External Phone Number When Agents are Busy (Legacy)
Customizing your Account
- ★ Preferences Overview
- Adding Custom Fields
- Alternative to dedicated phone numbers
- Automatic Away Status
- Automatically Close Call Summary Window
- Call and Voicemail Recording Retention Policy
Login Settings
- Okta SSO Activation
- OneLogin SSO Activation
- SAML SSO
- SAML SSO - Active Directory Federation Services
- SAML SSO - Auth0
- SAML SSO - Centrify
Managing an IVR in Talkdesk Classic
Managing Contacts in Talkdesk Classic
Managing Queue Settings in Talkdesk Classic
- Activating the Queue Callback (Legacy)
- Activating the Queue to Voicemail (Legacy)
- Call Switching (Legacy)
- Customizing the Available Agents Greeting (Legacy)
- Customizing the Delay Announcement Message (Legacy)
- Customizing the Full Waiting Queue Message (Legacy)
Managing Voicemail Settings in Talkdesk Classic
- Can I download my call recordings and voicemails?
- Configuring the Limit for Voicemail Length
- Configuring Voicemail Transcriptions
- Customizing the Voicemail / Not Answered Message
- Disabling Voicemail
- Email notifications for voicemails
Phone Numbers - Configuring
- Assigning a Talkdesk Number to be a VIP Phone Number (Legacy)
- Compiling a Blocklist of Phone Numbers
- Dedicated Phone Numbers (Legacy)
- Enabling Extensions on Agents and Phone Numbers
- Numbers Custom Settings (Legacy)
- Ringing Timeout
Phone Numbers - Coverage
Phone Numbers - Porting
- Porting International Numbers to Talkdesk
- In which countries do we offer porting?
- Porting US/Canadian Numbers to Talkdesk
- How long does it take to port my existing phone numbers?
- How much does it cost to port my existing numbers to Talkdesk?
- Can I take my numbers with me if I decide to leave Talkdesk?
Security and Compliance
Sentiment
SIP
Talkdesk APIs
Talkdesk Studio
Callbar
- ★ Callbar FAQ
- ★ Using Callbar
- Call Switching in Callbar
- Callbar App for Salesforce
- Callbar App for Zendesk
- Callbar Call Parking
Callbar Chrome App
FAQ - Configuring Talkdesk
- Is it possible to change the amount of time the call rings each agent?
- Can I add a form on my website or app so my customers can request an agent to call them?
- How many agents should be rung at a time?
- How are calls routed?
- Is it possible to add other customer service phone numbers to our Talkdesk account ?
- How do I remove an agent that no longer works at my company?