Customizing your Account – Knowledge Base

Customizing your Account
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Guidance documentation on how to configure and customize your account.

Available Articles

★ Admin Preferences Overview

Adding Custom Fields

Alternative to dedicated phone numbers

Automatic Away Status

Automatically Close Call Summary Window

Call Quality Feedback

Call, Voicemail and Screen Recording Retention Policy

Caller Connection Tone

Configuring Custom Business Hours

Configuring Password Policies

Configuring your Service Level

Custom Error Message

Customizing the Outside Business Hours message

Device Settings

Dual Channel Recordings

Granting Support Access to your Account

Greetings and Messages (Legacy)

IP Allowlisting

Metrics Settings

Setting up a Custom AWS S3 Storage

Setting up a Custom Microsoft Azure Storage

Uninstalling Apps in Talkdesk Workspace