Getting Started
All Users, quickly show ROI by learning how to best configure the system.
Step-by-step Guide
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
Account Customization & Best Practices
Workstation Setup
- ★ Setting up Talkdesk: Requirements & Best Practices
- ★ Setting up your Browser to Work with Talkdesk
- Recommended Headsets
- Enabling Desktop Notifications in the Browser
- Best Practices when Working From Home
- Best Practices: Internet Connection
Users & Teams
- Agent Deactivation (Legacy)
- Attributes Tab
- Customizing the Agent Status
- Defining and Editing Permissions for Talkdesk Teams
- Dispositions
- Enabling Specific Device Settings per Agent (Legacy)
Login Settings
- ★ Confirming your Talkdesk Invitation
- Logging in to Talkdesk
- Logging out of Talkdesk
- Changing your Password
- Resetting your Password
- Configuring Two-factor Authentication (for Admins)
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
- E911: Overview and Enablement
- E911: Setting up Emergency Information
- Emergency Calling Services: Terms and Conditions
- Forbidden Message Categories (US and Canada)
- How to Reduce the Likelihood of Outbound Calls Being Flagged as SPAM
- Kari's Law
Resources & Policies
- Stay Informed: Notifications & Status Updates
- Communicating Critical Product Changes
- Scheduled Maintenance
- Talkdesk Data Retention Policy
- Talkdesk End of Life Policy
- Using Smart Help