Using Talkdesk
Agents, get up to speed using these tutorials and answers to common questions.
Setting Up the Agent Environment
Talkdesk Conversations Mobile App
Talkdesk CX Cloud: Agent Workspace
- What is Talkdesk Agent Workspace?
- Installing Talkdesk CX Cloud and Accessing Agent Workspace
- Conversations (Voice Channel)
- Conversations: Error Messages and Warnings
- Contacts
- Voicemails
The Agent Dashboard
- Calls Section
- Filters in the Calls section: Ring Groups and Agents
- Contacts
- Contact Lists and Tags
- Contact Activity
- Contact Profile
Making Calls
Receiving Calls
Call Controls
- Call Controls
- Call transfer types: blind transfer and warm transfer
- Call transfer options: Agents, Ring Groups and External Phones
- Creating a Hotlist of External Favorite Phone Numbers
- Call Conferencing
- Adding Notes to a Call
Agent Settings
Security Settings
Talkdesk Academy
Talkdesk CXTalent
FAQ - Using Talkdesk
- Does Talkdesk Offer Training for Customers?
- Resetting a lost or forgotten Talkdesk password
- Are there numbers that I cannot call from Talkdesk?
- How does Talkdesk route calls to the If-No-Answer phone number?
- Do you have a mobile app?
- Is there a way to have ringing come through the general speakers and the phone call through the headset?