How can we Help?

Setting Up the Agent Environment

• Setting up your Browser to Work with Talkdesk
• Confirming your Talkdesk Invitation
• Logging in to your Talkdesk Account
• Logging Out of Your Talkdesk Account
• Installing Talkdesk Callbar (Agent Guide)

Talkdesk Mobile Agent

• Talkdesk Mobile Agent Overview
• Using Mobile Agent: iOS
• Using Mobile Agent: Android
• Talkdesk Mobile Agent Transfers - Android and iOS
• Using Talkdesk Mobile Agent - Apple Watch

The Agent Dashboard

• Calls Section
• Filters in the Calls section: Ring Groups and Agents
• Contacts
• Contact Lists and Tags
• Contact Activity
• Contact Profile

See All

Making Calls

• Selecting the Outbound Caller ID
• Making a Call
• Copying / pasting numbers in the keypad: Autocomplete Country Code
• Click to Call
• Calling an Agent or Manager (agent to agent calls)

Receiving Calls

• Phone numbers search and filters
• Desktop Notifications
• Receiving a Call
• Associating a call with a contact

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

See All

Agent Settings

• Agent Profile: Adding an External Phone Number
• Multiple Device Mode Settings
• Agent Settings: Dedicated Lines and Extensions (Voicemail, Timezone and Business Hours)

Security Settings

• Changing your Talkdesk password
• Two-factor Authentication

Talkdesk Academy

• Talkdesk Academy: FAQ

Talkdesk CXTalent

• CXTalent - FAQ for Job Seekers

FAQ - Using Talkdesk

• Does Talkdesk Offer Training for Customers?
• Is it Possible to Make 911 Emergency Calls from Talkdesk?
• 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?

See All