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?
- Adding Numbers
- Business Continuity Planning
- Configuring a Phone Number
- Confirming your Talkdesk Invitation
Training
Agents & Teams
- After Call Work & Call Disposition Dialog
- Agent Deactivation
- Attributes Tab
- Bulk CSV File Import
- Customizing the Agent Status
- Defining and Editing Permissions for Talkdesk Teams
Customizing your Account
- ★ Admin 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
- Changing your Talkdesk password
- Configuring Two-factor Authentication (for Admins)
- Okta SSO Activation
- OneLogin SSO Activation
- Resetting your Talkdesk password
- SAML SSO
Phone Numbers - Configuring
- 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)
Phone Numbers - Coverage
Phone Numbers - Porting
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
System & Network Best Practices
- ★ Network Requirements: Firewall Configurations
- ★ Setting up Talkdesk: Requirements & 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