Getting Started
Administrators, quickly show ROI by learning how to best configure the system.
Step-by-step Guide
- ★ 6 Steps to Get Up and Running with Talkdesk
- ★ Can I receive a notification when new features are released?
- Business Continuity Planning
- Configuring a Phone Number
- Confirming your Talkdesk Invitation
- Connecting Talkdesk to your Business Tools
Configuration Best Practices
- ★ Mandatory Network Configuration Changes for Talkdesk Voice Users FAQ
- ★ Confirming that the New Network Requirements are Correctly Configured
- ★ Types of User Network Connections
- ★ Network Requirements: Firewall Configurations
- ★ Network Requirements: Quality of Service (QoS)
- Setting up Talkdesk: Requirements & Best Practices
Admin Customization
- ★ Admin Preferences Overview
- Adding Custom Fields
- Alternative to Dedicated Phone Numbers (Legacy)
- Automatic Away Status
- Automatically Close Call Summary Window
- Call Quality Feedback
Security & Compliance
- E911: Overview and Enablement
- E911: Setting up Emergency Information
- E911: Terms and Conditions
- How to Reduce the Likelihood of Outbound Calls Being Flagged as SPAM
- Kari's Law
- SHAKEN/STIR
Agents & Teams
- After Call Work & Call Disposition Dialog
- Agent Deactivation
- Agents Bulk Import via CSV
- Attributes Tab
- Customizing the Agent Status
- Defining and Editing Permissions for Talkdesk Teams
Login Settings
- Logging in to Talkdesk
- Logging out of Talkdesk
- Changing your Password
- Resetting your Password
- Configuring Two-factor Authentication (for Admins)
- Okta SSO Activation
Talkdesk Studio
Phone Numbers Configuration
- Assigning a Talkdesk Number to be a VIP Phone Number (Legacy)
- BYOC with Talkdesk
- BYOC with Talkdesk: Requirements & Limits
- Compiling a Blocklist of Phone Numbers
- Dedicated Phone Numbers (Legacy)
- Enabling Extensions on Agents and Phone Numbers (Legacy)