Getting Started
All Users, quickly show ROI by learning how to best configure the system.
Admin Guide
- Inviting your Team
- Customizing the Agent Status
- Configuring Two-factor Authentication (for Admins)
- Uninstalling Apps in Talkdesk Workspace
- Account Language
- Best Practices: Internet Connection
Agent Guide
- ★ Setting up Talkdesk: Requirements & Best Practices
- ★ Setting up your Browser to Work with Talkdesk
- ★ Confirming your Talkdesk Invitation
- Logging in and out of Talkdesk
- Recommended Headsets
- Enabling Desktop Notifications in the Browser
Network Setup
- ★ Network Setup: Firewall Configurations
- ★ Network Setup: Quality of Service (QoS) & Ports
- ★ Network Setup: Talkdesk IPs Allowlist
- Types of User Network Connections
- Testing the Quality of your Network Connection
- Interpreting Network Quality Test Results
Users & Teams
- Agent Deactivation (Legacy)
- Defining and Editing Permissions for Talkdesk Teams
- Enabling Specific Device Settings per Agent (Legacy)
- Roles and Permissions
- Roles and Permissions by Product
- SCIM User Management for OKTA
Login Settings
- Okta SSO Activation
- OneLogin SSO Activation
- SAML SSO
- SAML SSO - Active Directory Federation Services
- SAML SSO - Auth0
- SAML SSO - Centrify
Phone Numbers
- ★ Phone Number Porting Guide
- ★ Phone Numbers: Worldwide Coverage
- ★ Phone Numbers Regulations: Supported Use Cases in India
- Phone Numbers: Permissions
- Buying Phone Numbers through Support
- Toll-Free Numbers
Training
Security & Compliance
- Deletion and Export Procedures
- E911: Overview and Enablement
- E911: Setting up Emergency Settings
- Emergency Calling Reports
- Emergency Calling Services: Terms and Conditions
- Forbidden Message Categories (US and Canada)
Business Continuity Planning
- ★ Business Continuity Planning: Overview
- Business Continuity Planning: Resources
- Business Continuity Planning: Monitoring your CCaaS Environment
- Business Continuity Planning: Building Resilience with Talkdesk
- Business Continuity Planning: Setting up Continuity Settings
- Business Continuity Planning: Planning for Disruptions
Resources & Policies
- Stay Informed: Notifications & Status Updates
- Communicating Critical Product Changes
- Scheduled Maintenance
- Talkdesk End of Life Policy
- Talkdesk Data Retention Policy
- Workspace Desktop App Version Support