Configuring Talkdesk
Tutorials, tips and answers to frequently asked questions to help administrators make the most of Talkdesk.
Getting Started
- 6 Steps to Get Up and Running with Talkdesk
- Adding Numbers
- Configuring a Phone Number
- Inviting your Team
- Connecting Talkdesk to your Business Tools
- SCIM User Provisioning with OneLogin
Callbar
- Processing Payments on a Call
- Click-to-Transfer
- How to Uninstall Callbar from Mac
- Callbar FAQ
- How to Uninstall Callbar from Windows
- Installing Callbar App on Mac
Talkdesk Studio
Talkdesk Omnichannel
Making and Receiving Calls
- Talkdesk Callbar
- Routing Settings
- Auto-Answer
- Enabling Desktop Notifications
- Automatic vs Customized Outbound Caller ID
- Configuring an Outbound Caller ID
Agents and Teams
- Setting up Teams: Ring Groups
- Managing agents using search, filters and bulk actions
- Team Roles
- Enabling Specific Device Settings per Agent
- After Call Work & Call Disposition Dialog
- Dispositions
Phone Numbers
- Phone Numbers Coverage
- Phone Numbers: Documentation Requirements
- Numbers Custom Settings
- Ringing Timeout
- Enabling Extensions on Agents and Phone Numbers
- Dedicated Phone Numbers
Customizing your Call Center
- Preferences Overview
- Alternative to dedicated phone numbers
- Automatic Away Status
- Automatically Close Call Summary Window
- Call and Voicemail Recording Retention Policy
- Call Quality Feedback
Queue Management and Features
- Customizing the Welcome Greeting
- Maximum Queue Size
- Forced Queuing
- Customizing the Available Agents Greeting
- Intelligent Reconnect
- Customizing the Intelligent Reconnect Prompt Message
Waiting Queue
- Waiting Time Limit
- Customizing the Waiting Message
- Activating the Queue to Voicemail
- Customizing the Full Waiting Queue Message
- Customizing the Delay Announcement Message
- Redirecting Calls to Voicemail rather than the Waiting Queue
Voicemail
- Voicemail Settings
- Configuring the Limit for Voicemail Length
- Configuring Voicemail Transcriptions
- Email notifications for voicemails
- Customizing the Voicemail / Not Answered Message
- Disabling Voicemail
IVR
Login Settings
- Talkdesk Single Sign-on
- SSO with Salesforce Credentials
- Okta SSO Activation
- OneLogin SSO Activation
- SSO with Google credentials
- SSO with Microsoft
Phone Numbers - Porting
- Porting International Numbers to Talkdesk
- In what 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?
- Porting Google Voice numbers
SIP - All you need to know
Contacts
Sentiment
Security and Compliance
System and Network Best Practices
- Best Practices when Working From Home
- Setting up Talkdesk: Requirements and Best Practices
- Network Requirements: Firewall and Quality of Service (QoS)
- Implementing QoS on Windows Environments
- Windows configuration for Callbar
- Internet Connection
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 our German and Norwegian customer service phone numbers to our Talkdesk account ?
- How to set up BYOC / SIP Forwarding with Talkdesk
Talkdesk Workforce Management
- Workforce Management Glossary
- Workforce Management Overview
- Getting Started with WFM
- Configuring Workforce Management
- Importing History
- WFM for Agents